+292.6%
DIS vs EQIX
+257.6%
+35.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | +0.2% |
| 7D | +0.6% | +1.3% | -0.7% | +0.4% |
| 30D | +10.3% | +3.4% | +6.9% | +9.8% |
| 3M | +15.6% | +3.9% | +11.6% | +14.9% |
| 6M | +15.1% | -0.7% | +15.8% | +15.0% |
| YTD | +6.0% | +41.5% | -35.6% | +1.7% |
| 1Y | +5.7% | +32.9% | -27.2% | +2.1% |
| 3Y | +39.8% | +48.3% | -8.5% | +32.9% |
| 5Y | -23.9% | +52.3% | -76.2% | -28.1% |
| 10Y | +32.9% | +298.6% | -265.7% | +13.5% |
| All | +292.6% | +257.6% | +35.0% | +171.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling