+239.3%
EQIX vs A
+247.2%
-7.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.4% |
| 7D | -1.6% | -4.6% | +2.9% | 0.0% |
| 30D | -0.4% | -4.3% | +3.9% | +1.1% |
| 3M | -0.9% | +8.9% | -9.9% | -4.5% |
| 6M | +8.1% | +24.5% | -16.4% | -2.1% |
| YTD | +35.7% | +5.8% | +29.9% | +30.5% |
| 1Y | +34.0% | +16.2% | +17.7% | +23.3% |
| 3Y | +41.4% | +28.5% | +13.0% | +19.9% |
| 5Y | +34.0% | -16.3% | +50.3% | +34.7% |
| All | +239.3% | +247.2% | -7.8% | +108.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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