+70.9%
EQIX vs COMP
-49.4%
+120.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +0.9% |
| 7D | +1.3% | +4.1% | -2.7% | +0.8% |
| 30D | +0.3% | -14.5% | +14.9% | +2.0% |
| 3M | -1.6% | +41.8% | -43.4% | -6.1% |
| 6M | +12.2% | +23.6% | -11.4% | +7.6% |
| YTD | +38.0% | +1.7% | +36.3% | +34.7% |
| 1Y | +38.9% | +12.6% | +26.4% | +33.1% |
| 3Y | +43.8% | +221.9% | -178.0% | +14.2% |
| 5Y | +30.4% | -28.1% | +58.5% | +6.6% |
| All | +70.9% | -49.4% | +120.3% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COMP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling