+132.0%
C vs EQIX
+31.3%
+100.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +2.6% | +2.3% | +0.2% | +1.9% |
| 30D | +1.9% | +0.4% | +1.5% | +1.7% |
| 3M | +2.8% | -1.1% | +3.9% | +3.0% |
| 6M | +30.6% | +11.5% | +19.1% | +26.1% |
| YTD | +19.9% | +38.2% | -18.3% | +7.5% |
| 1Y | +44.6% | +36.7% | +7.9% | +29.9% |
| 3Y | +272.1% | +44.1% | +228.1% | +224.0% |
| 5Y | +132.0% | +34.8% | +97.1% | +93.2% |
| All | +132.0% | +31.3% | +100.7% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EQIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling