+762.3%
EQIX vs ALLE
+260.9%
+501.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.8% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -1.4% | -6.8% | +5.4% | +1.0% |
| 3M | -4.4% | +21.0% | -25.5% | -11.7% |
| 6M | +7.9% | +1.1% | +6.8% | +6.5% |
| YTD | +37.3% | -0.5% | +37.8% | +35.7% |
| 1Y | +37.8% | -7.3% | +45.0% | +39.7% |
| 3Y | +42.0% | +42.3% | -0.3% | +19.3% |
| 5Y | +29.6% | +13.5% | +16.2% | +16.4% |
| 10Y | +238.3% | +144.0% | +94.3% | +115.6% |
| All | +762.3% | +260.9% | +501.4% | +369.4% |
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