+783.9%
EMR vs EQIX
+248.6%
+535.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | +3.1% | +1.3% | +1.7% | +2.9% |
| 30D | -3.5% | +0.3% | -3.9% | -3.6% |
| 3M | +9.8% | -1.6% | +11.3% | +9.9% |
| 6M | +10.8% | +12.2% | -1.4% | +9.3% |
| YTD | +15.9% | +38.0% | -22.0% | +11.6% |
| 1Y | +16.4% | +38.9% | -22.5% | +11.9% |
| 3Y | +62.1% | +43.8% | +18.3% | +54.8% |
| 5Y | +62.9% | +30.4% | +32.6% | +56.3% |
| 10Y | +267.8% | +238.6% | +29.2% | +217.0% |
| All | +783.9% | +248.6% | +535.2% | +493.1% |
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 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