+65.8%
EMR vs EQIX
+31.3%
+34.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | +0.9% | +2.3% | -1.4% | +0.2% |
| 30D | -5.0% | +0.4% | -5.4% | -5.2% |
| 3M | +5.9% | -1.1% | +7.0% | +6.1% |
| 6M | +7.3% | +11.5% | -4.1% | +3.7% |
| YTD | +14.6% | +38.2% | -23.7% | +2.6% |
| 1Y | +15.6% | +36.7% | -21.0% | +3.9% |
| 3Y | +60.2% | +44.1% | +16.1% | +39.8% |
| 5Y | +65.8% | +34.8% | +31.0% | +35.2% |
| All | +65.8% | +31.3% | +34.6% | +35.2% |
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