+36.7%
EQIX vs CMS
-0.2%
+36.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | +2.3% | +0.2% | +2.2% | +2.3% |
| 30D | +0.4% | -1.3% | +1.7% | +0.9% |
| 3M | -1.1% | -5.4% | +4.3% | +0.3% |
| 6M | +11.5% | -10.3% | +21.8% | +15.4% |
| YTD | +38.2% | -0.2% | +38.4% | +35.4% |
| 1Y | +36.7% | -0.9% | +37.5% | +35.2% |
| All | +36.7% | -0.2% | +36.9% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 1y: compounded portfolio wealth divided by compounded CMS 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…
1y analysis · Full analysis span regression · 6 months rolling