+29.8%
EQIX vs ALLY
+1.6%
+28.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -0.8% | +3.7% | -4.5% | -1.6% |
| 30D | -1.4% | -2.3% | +0.8% | -1.0% |
| 3M | -4.4% | +3.8% | -8.3% | -5.3% |
| 6M | +7.9% | +9.7% | -1.8% | +5.5% |
| YTD | +37.3% | -1.4% | +38.7% | +36.9% |
| 1Y | +37.8% | +8.2% | +29.6% | +34.2% |
| 3Y | +42.0% | +66.5% | -24.5% | +21.3% |
| All | +29.8% | +1.6% | +28.2% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling