-55.0%
DOCS vs EQIX
+45.7%
-100.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -0.9% | -1.2% |
| 7D | -0.6% | +3.5% | -4.1% | -2.2% |
| 30D | +6.3% | +2.3% | +4.0% | +5.0% |
| 3M | +26.5% | +1.1% | +25.4% | +24.7% |
| 6M | +24.8% | -1.1% | +25.9% | +23.2% |
| YTD | -26.8% | +39.1% | -65.9% | -42.5% |
| 1Y | -38.3% | +29.5% | -67.8% | -49.3% |
| 3Y | +36.0% | +45.8% | -9.8% | -1.1% |
| 5Y | -55.0% | +48.4% | -103.4% | -69.7% |
| All | -55.0% | +45.7% | -100.7% | -69.7% |
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 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