-23.9%
DIS vs EQIX
+49.7%
-73.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | -0.1% |
| 7D | +0.6% | +1.3% | -0.7% | +0.1% |
| 30D | +10.3% | +3.4% | +6.9% | +9.0% |
| 3M | +15.6% | +3.9% | +11.6% | +13.8% |
| 6M | +15.1% | -0.7% | +15.8% | +14.7% |
| YTD | +6.0% | +41.5% | -35.6% | -6.9% |
| 1Y | +5.7% | +32.9% | -27.2% | -5.1% |
| 3Y | +39.8% | +48.3% | -8.5% | +17.5% |
| 5Y | -23.9% | +52.3% | -76.2% | -41.4% |
| All | -23.9% | +49.7% | -73.6% | -41.4% |
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