-50.3%
DOCS vs EQIX
+42.8%
-93.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -1.4% | -0.8% | -0.6% | -1.0% |
| 30D | +21.8% | -1.4% | +23.3% | +22.1% |
| 3M | +27.3% | -4.4% | +31.7% | +28.8% |
| 6M | -0.3% | +7.9% | -8.3% | -5.9% |
| YTD | -40.5% | +37.3% | -77.8% | -52.0% |
| 1Y | -61.5% | +37.8% | -99.3% | -69.2% |
| 3Y | +8.2% | +42.0% | -33.8% | -17.6% |
| 5Y | -73.4% | +29.6% | -103.1% | -81.7% |
| All | -50.3% | +42.8% | -93.1% | -64.2% |
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 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