+632.9%
EQIX vs ALM
+7,705.7%
-7,072.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.5% |
| 7D | -0.8% | -2.6% | +1.8% | -0.8% |
| 30D | -1.4% | +32.0% | -33.5% | -1.6% |
| 3M | -4.4% | -15.0% | +10.6% | -4.4% |
| 6M | +7.9% | -10.1% | +18.1% | +7.9% |
| YTD | +37.3% | +99.4% | -62.2% | +36.7% |
| 1Y | +37.8% | +316.4% | -278.6% | +36.8% |
| 3Y | +42.0% | +2,022.0% | -1,980.0% | +39.6% |
| 5Y | +29.6% | +941.2% | -911.5% | +27.7% |
| 10Y | +238.3% | +2,950.3% | -2,712.0% | +230.7% |
| All | +632.9% | +7,705.7% | -7,072.8% | +601.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling