+237.0%
EQIX vs ARWR
-14.9%
+251.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -0.8% | +1.7% | -2.5% | -0.8% |
| 30D | -1.4% | -0.7% | -0.8% | -1.4% |
| 3M | -4.4% | +14.9% | -19.3% | -4.7% |
| 6M | +7.9% | +32.6% | -24.7% | +7.4% |
| YTD | +37.3% | +30.0% | +7.2% | +36.5% |
| 1Y | +37.8% | +208.4% | -170.6% | +35.0% |
| 3Y | +42.0% | +208.8% | -166.8% | +38.3% |
| 5Y | +29.6% | +27.8% | +1.8% | +27.4% |
| 10Y | +238.3% | +1,107.6% | -869.2% | +216.4% |
| All | +237.0% | -14.9% | +251.8% | +233.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling