+29.8%
EQIX vs D
+5.6%
+24.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.3% |
| 7D | -0.8% | +1.5% | -2.3% | -1.4% |
| 30D | -1.4% | -2.6% | +1.1% | -0.5% |
| 3M | -4.4% | 0.0% | -4.4% | -4.6% |
| 6M | +7.9% | +7.4% | +0.6% | +4.4% |
| YTD | +37.3% | +15.9% | +21.4% | +28.5% |
| 1Y | +37.8% | +18.1% | +19.7% | +27.8% |
| 3Y | +42.0% | +58.4% | -16.4% | +12.9% |
| All | +29.8% | +5.6% | +24.2% | +31.4% |
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