+9.6%
EMR vs EQIX
+33.7%
-24.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -0.9% |
| 7D | -1.2% | -1.6% | +0.4% | -0.8% |
| 30D | -9.4% | -0.4% | -9.1% | -9.4% |
| 3M | +8.6% | -0.9% | +9.5% | +8.6% |
| 6M | +6.7% | +8.1% | -1.4% | +6.2% |
| YTD | +13.1% | +35.7% | -22.6% | +4.6% |
| All | +9.6% | +33.7% | -24.1% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling