+70.1%
EQIX vs COMP
-47.7%
+117.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.5% |
| 7D | -0.8% | +1.4% | -2.2% | -1.0% |
| 30D | -1.4% | -13.3% | +11.9% | +0.1% |
| 3M | -4.4% | +41.1% | -45.5% | -8.8% |
| 6M | +7.9% | +17.2% | -9.2% | +4.3% |
| YTD | +37.3% | +5.2% | +32.1% | +33.5% |
| 1Y | +37.8% | +18.9% | +18.9% | +31.1% |
| 3Y | +42.0% | +215.9% | -173.9% | +13.0% |
| 5Y | +29.6% | -31.2% | +60.8% | +5.6% |
| All | +70.1% | -47.7% | +117.7% | +39.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling