+675.1%
EQIX vs ALLY
+124.8%
+550.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -0.8% | +3.7% | -4.5% | -1.5% |
| 30D | -1.4% | -2.3% | +0.8% | -1.0% |
| 3M | -4.4% | +3.8% | -8.3% | -5.2% |
| 6M | +7.9% | +9.7% | -1.8% | +5.8% |
| YTD | +37.3% | -1.4% | +38.7% | +36.9% |
| 1Y | +37.8% | +8.2% | +29.6% | +34.7% |
| 3Y | +42.0% | +66.5% | -24.5% | +25.4% |
| 5Y | +29.6% | +1.2% | +28.4% | +21.5% |
| 10Y | +238.3% | +191.4% | +46.9% | +136.3% |
| All | +675.1% | +124.8% | +550.3% | +465.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling