+48.4%
EQIX vs ARWR
-39.6%
+88.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | +3.5% | -17.7% | +21.2% | +5.6% |
| 30D | +2.3% | -21.9% | +24.2% | +5.0% |
| 3M | +1.1% | -44.5% | +45.6% | +7.7% |
| 6M | -1.1% | -32.6% | +31.5% | +2.4% |
| YTD | +39.1% | -26.2% | +65.3% | +41.7% |
| 1Y | +29.5% | +23.0% | +6.5% | +22.4% |
| 3Y | +45.8% | +81.8% | -35.9% | +22.0% |
| 5Y | +48.4% | -36.0% | +84.5% | +32.0% |
| All | +48.4% | -39.6% | +88.1% | +32.0% |
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