+387.6%
EFA vs EQIX
+4,223.4%
-3,835.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -0.5% | +2.3% | -2.8% | -0.8% |
| 30D | -1.3% | +0.4% | -1.8% | -1.4% |
| 3M | +5.2% | -1.1% | +6.3% | +5.2% |
| 6M | +9.4% | +11.5% | -2.1% | +7.7% |
| YTD | +12.7% | +38.2% | -25.5% | +7.7% |
| 1Y | +19.3% | +36.7% | -17.4% | +14.1% |
| 3Y | +66.3% | +44.1% | +22.2% | +57.1% |
| 5Y | +53.4% | +34.8% | +18.5% | +45.1% |
| 10Y | +144.4% | +248.8% | -104.3% | +103.9% |
| All | +387.6% | +4,223.4% | -3,835.9% | +210.3% |
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