+42.2%
EQIX vs D
+12.5%
+29.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.1% |
| 7D | -0.1% | +3.0% | -3.1% | -1.2% |
| 30D | -1.8% | +11.5% | -13.3% | -6.0% |
| 3M | -3.4% | +3.7% | -7.1% | -4.8% |
| 6M | -6.0% | +13.5% | -19.6% | -11.0% |
| YTD | +34.2% | +20.7% | +13.5% | +23.4% |
| 1Y | +26.2% | +18.2% | +8.0% | +17.0% |
| 3Y | +41.7% | +73.3% | -31.6% | +7.6% |
| All | +42.2% | +12.5% | +29.7% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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