+96.8%
CAT vs EQIX
+39.6%
+57.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +2.9% | +2.3% | +0.6% | +1.9% |
| 30D | -2.6% | +0.4% | -3.1% | -2.8% |
| 3M | -10.7% | -1.1% | -9.6% | -10.5% |
| 6M | +16.1% | +11.5% | +4.7% | +13.2% |
| YTD | +43.2% | +38.2% | +5.0% | +32.0% |
| 1Y | +96.8% | +36.7% | +60.2% | +77.9% |
| All | +96.8% | +39.6% | +57.2% | +77.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling