+24.9%
EQIX vs ADVB
-96.8%
+121.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -23.6% | +21.8% | -1.2% |
| 7D | +4.1% | +27.8% | -23.7% | +3.3% |
| 30D | +5.8% | -50.8% | +56.6% | +6.9% |
| 3M | -1.4% | -70.5% | +69.1% | +0.5% |
| 6M | -1.2% | -46.7% | +45.5% | -1.5% |
| YTD | +39.6% | -56.7% | +96.3% | +38.8% |
| 1Y | +36.8% | -71.8% | +108.6% | +38.7% |
| All | +24.9% | -96.8% | +121.7% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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