+32.8%
DIS vs EQIX
+43.2%
-10.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -1.1% | +1.3% | -2.4% | -1.4% |
| 30D | +0.1% | +0.3% | -0.2% | 0.0% |
| 3M | +7.1% | -1.6% | +8.6% | +7.2% |
| 6M | +4.3% | +12.2% | -7.9% | +1.4% |
| YTD | -6.9% | +38.0% | -44.9% | -14.5% |
| 1Y | -10.3% | +38.9% | -49.2% | -17.7% |
| 3Y | +32.8% | +43.8% | -11.0% | +22.2% |
| All | +32.8% | +43.2% | -10.3% | +22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling