+250.9%
EQIX vs DOC
+15.7%
+235.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | -0.1% | +6.5% | -6.6% | -2.6% |
| 30D | -1.8% | +9.2% | -11.0% | -5.4% |
| 3M | -3.4% | -2.5% | -0.9% | -2.6% |
| 6M | -6.0% | +7.1% | -13.1% | -9.2% |
| YTD | +34.2% | +33.0% | +1.2% | +16.6% |
| 1Y | +26.2% | +23.3% | +3.0% | +13.2% |
| 3Y | +41.7% | +44.9% | -3.3% | +16.0% |
| 5Y | +43.1% | -21.6% | +64.7% | +52.1% |
| All | +250.9% | +15.7% | +235.2% | +199.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling