+45.9%
EQIX vs ALLE
+51.6%
-5.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.1% |
| 7D | +4.1% | +3.6% | +0.5% | +2.8% |
| 30D | +5.8% | +25.9% | -20.1% | -2.5% |
| 3M | -1.4% | +15.8% | -17.1% | -6.5% |
| 6M | -1.2% | +48.1% | -49.3% | -15.3% |
| YTD | +39.6% | +22.0% | +17.7% | +28.3% |
| 1Y | +36.8% | +18.0% | +18.8% | +27.4% |
| 3Y | +47.3% | +93.1% | -45.8% | +5.8% |
| All | +45.9% | +51.6% | -5.7% | +11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling