+30.4%
EQIX vs ARWR
+29.5%
+0.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.7% |
| 7D | +1.3% | +2.9% | -1.5% | +1.0% |
| 30D | +0.3% | -2.9% | +3.2% | +0.6% |
| 3M | -1.6% | +15.2% | -16.8% | -3.6% |
| 6M | +12.2% | +42.3% | -30.1% | +6.6% |
| YTD | +38.0% | +28.2% | +9.8% | +32.4% |
| 1Y | +38.9% | +213.2% | -174.3% | +17.3% |
| 3Y | +43.8% | +184.6% | -140.8% | +15.3% |
| 5Y | +30.4% | +29.2% | +1.1% | +8.4% |
| All | +30.4% | +29.5% | +0.8% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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