+34.8%
EQIX vs ALM
+958.0%
-923.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +0.3% |
| 7D | +2.3% | +3.6% | -1.3% | +2.2% |
| 30D | +0.4% | +33.8% | -33.3% | -0.7% |
| 3M | -1.1% | +14.8% | -15.9% | -2.0% |
| 6M | +11.5% | -7.0% | +18.4% | +10.8% |
| YTD | +38.2% | +108.1% | -69.8% | +34.0% |
| 1Y | +36.7% | +313.8% | -277.1% | +29.3% |
| 3Y | +44.1% | +2,227.6% | -2,183.5% | +22.1% |
| 5Y | +34.8% | +956.6% | -921.8% | +18.0% |
| All | +34.8% | +958.0% | -923.2% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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