+742.9%
EQIX vs ALLE
+327.3%
+415.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.5% | +1.9% |
| 7D | -0.1% | -0.6% | +0.5% | +0.1% |
| 30D | -1.8% | +25.3% | -27.2% | -9.9% |
| 3M | -3.4% | +10.3% | -13.6% | -7.2% |
| 6M | -6.0% | +38.0% | -44.1% | -17.5% |
| YTD | +34.2% | +17.8% | +16.4% | +24.2% |
| 1Y | +26.2% | +13.6% | +12.6% | +18.4% |
| 3Y | +41.7% | +89.2% | -47.5% | +6.4% |
| 5Y | +43.1% | +51.1% | -8.0% | +15.5% |
| 10Y | +260.8% | +228.1% | +32.7% | +103.3% |
| All | +742.9% | +327.3% | +415.6% | +329.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling