+45.0%
EEM vs EQIX
+34.9%
+10.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.9% |
| 7D | -1.3% | +0.2% | -1.4% | -1.3% |
| 30D | +2.1% | -2.5% | +4.6% | +2.7% |
| 3M | +1.0% | 0.0% | +1.1% | +0.8% |
| 6M | +15.9% | +7.6% | +8.3% | +13.5% |
| YTD | +24.6% | +37.5% | -12.9% | +14.1% |
| 1Y | +32.3% | +32.9% | -0.6% | +22.0% |
| 3Y | +85.9% | +42.8% | +43.2% | +65.6% |
| All | +45.0% | +34.9% | +10.1% | +23.1% |
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 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