+126.0%
DUK vs EQIX
+246.8%
-120.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.4% |
| 7D | -0.7% | +0.2% | -0.8% | -0.7% |
| 30D | -2.4% | -2.5% | 0.0% | -1.7% |
| 3M | -3.0% | 0.0% | -2.9% | -3.3% |
| 6M | -6.6% | +7.6% | -14.2% | -9.2% |
| YTD | +4.6% | +37.5% | -33.0% | -6.6% |
| 1Y | +1.2% | +32.9% | -31.7% | -8.8% |
| 3Y | +45.7% | +42.8% | +2.9% | +24.6% |
| 5Y | +40.3% | +35.8% | +4.5% | +19.4% |
| All | +126.0% | +246.8% | -120.7% | +33.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling