+34.8%
EQIX vs A
-16.2%
+51.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.6% |
| 7D | +2.3% | -4.4% | +6.7% | +3.8% |
| 30D | +0.4% | -2.7% | +3.1% | +1.2% |
| 3M | -1.1% | +7.0% | -8.2% | -3.7% |
| 6M | +11.5% | +24.6% | -13.2% | +2.2% |
| YTD | +38.2% | +7.0% | +31.2% | +33.6% |
| 1Y | +36.7% | +15.6% | +21.1% | +27.5% |
| 3Y | +44.1% | +29.9% | +14.2% | +21.8% |
| 5Y | +34.8% | -15.4% | +50.2% | +32.6% |
| All | +34.8% | -16.2% | +51.1% | +32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling