-3.1%
CMG vs EQIX
+34.9%
-37.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | -2.1% | +0.2% | -2.2% | -2.1% |
| 30D | +10.9% | -2.5% | +13.4% | +11.6% |
| 3M | +15.8% | 0.0% | +15.9% | +15.2% |
| 6M | +6.9% | +7.6% | -0.7% | +3.7% |
| YTD | -2.2% | +37.5% | -39.7% | -13.4% |
| 1Y | -7.1% | +32.9% | -40.0% | -17.3% |
| 3Y | -7.1% | +42.8% | -49.9% | -21.7% |
| All | -3.1% | +34.9% | -37.9% | -21.3% |
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