+6.5%
CAT vs EQIX
+33.7%
-27.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | +9.3% | +7.6% | +1.8% | +5.3% |
| 30D | -21.5% | +5.2% | -26.7% | -23.6% |
| 3M | -29.1% | +0.8% | -29.9% | -29.5% |
| 6M | -33.4% | +0.2% | -33.6% | -33.9% |
| YTD | +6.6% | +42.2% | -35.6% | -9.6% |
| 1Y | +6.5% | +34.7% | -28.2% | -7.2% |
| All | +6.5% | +33.7% | -27.2% | -7.2% |
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 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