+52.3%
EQIX vs DOC
-20.4%
+72.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +1.3% | +1.0% | +0.3% | +0.9% |
| 30D | +3.4% | +8.1% | -4.7% | -0.2% |
| 3M | +3.9% | +0.9% | +3.0% | +3.3% |
| 6M | -0.7% | +6.3% | -7.0% | -4.1% |
| YTD | +41.5% | +33.8% | +7.7% | +20.2% |
| 1Y | +32.9% | +21.6% | +11.2% | +18.7% |
| 3Y | +48.3% | +53.4% | -5.0% | +10.0% |
| 5Y | +52.3% | -21.0% | +73.3% | +83.2% |
| All | +52.3% | -20.4% | +72.7% | +83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling