+238.6%
EQIX vs ALLE
+148.2%
+90.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +1.3% | +2.8% | -1.5% | +0.3% |
| 30D | +0.3% | -7.6% | +8.0% | +3.1% |
| 3M | -1.6% | +22.8% | -24.3% | -9.2% |
| 6M | +12.2% | +4.6% | +7.6% | +9.4% |
| YTD | +38.0% | -1.2% | +39.2% | +36.8% |
| 1Y | +38.9% | -9.1% | +48.1% | +41.9% |
| 3Y | +43.8% | +50.0% | -6.2% | +19.1% |
| 5Y | +30.4% | +15.2% | +15.1% | +16.4% |
| 10Y | +238.6% | +151.1% | +87.5% | +135.2% |
| All | +238.6% | +148.2% | +90.4% | +135.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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