+248.8%
EQIX vs ALLY
+178.1%
+70.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.4% |
| 7D | +2.3% | -1.9% | +4.3% | +2.7% |
| 30D | +0.4% | -4.5% | +4.9% | +1.2% |
| 3M | -1.1% | -2.8% | +1.7% | -0.7% |
| 6M | +11.5% | +10.3% | +1.1% | +9.2% |
| YTD | +38.2% | -5.7% | +43.9% | +39.0% |
| 1Y | +36.7% | +3.9% | +32.7% | +34.7% |
| 3Y | +44.1% | +64.7% | -20.6% | +28.4% |
| 5Y | +34.8% | -2.6% | +37.4% | +27.2% |
| 10Y | +248.8% | +186.0% | +62.8% | +177.2% |
| All | +248.8% | +178.1% | +70.7% | +177.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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