+30.4%
EQIX vs DAR
-8.5%
+38.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | 0.0% |
| 7D | +1.3% | -0.9% | +2.2% | +1.4% |
| 30D | +0.3% | +13.0% | -12.6% | -1.8% |
| 3M | -1.6% | +15.0% | -16.6% | -4.1% |
| 6M | +12.2% | +26.8% | -14.7% | +7.2% |
| YTD | +38.0% | +86.4% | -48.4% | +23.2% |
| 1Y | +38.9% | +115.1% | -76.2% | +20.4% |
| 3Y | +43.8% | +14.6% | +29.2% | +37.6% |
| 5Y | +30.4% | -8.8% | +39.1% | +26.0% |
| All | +30.4% | -8.5% | +38.9% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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