-10.9%
DOW vs EQIX
+171.5%
-182.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -6.0% | +2.3% | -8.3% | -6.7% |
| 30D | -2.7% | +0.4% | -3.2% | -3.0% |
| 3M | -10.5% | -1.1% | -9.4% | -10.5% |
| 6M | -12.4% | +11.5% | -23.9% | -15.9% |
| YTD | +30.0% | +38.2% | -8.2% | +15.9% |
| 1Y | +27.8% | +36.7% | -8.9% | +14.1% |
| 3Y | -34.9% | +44.1% | -79.0% | -43.6% |
| 5Y | -35.9% | +34.8% | -70.7% | -44.5% |
| All | -10.9% | +171.5% | -182.4% | -35.8% |
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