+273.0%
EMR vs EQIX
+246.8%
+26.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.2% |
| 7D | -0.4% | +0.2% | -0.6% | -0.5% |
| 30D | -6.8% | -2.5% | -4.3% | -6.1% |
| 3M | +7.5% | 0.0% | +7.5% | +7.3% |
| 6M | +9.9% | +7.6% | +2.2% | +7.4% |
| YTD | +16.0% | +37.5% | -21.5% | +4.8% |
| 1Y | +12.4% | +32.9% | -20.5% | +2.6% |
| 3Y | +60.2% | +42.8% | +17.5% | +41.5% |
| 5Y | +67.9% | +35.8% | +32.0% | +46.8% |
| All | +273.0% | +246.8% | +26.2% | +164.7% |
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