+224.4%
EQIX vs DOC
+644.8%
-420.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.1% | -5.3% |
| 7D | -3.8% | +6.2% | -10.0% | -6.2% |
| 30D | -4.8% | +6.5% | -11.2% | -7.4% |
| 3M | -5.1% | -6.2% | +1.1% | -2.9% |
| 6M | -6.6% | +25.6% | -32.2% | -16.4% |
| YTD | +32.2% | +32.1% | +0.1% | +15.0% |
| 1Y | +23.9% | +20.3% | +3.6% | +12.0% |
| 3Y | +37.9% | +42.7% | -4.9% | +13.8% |
| 5Y | +40.9% | -22.2% | +63.1% | +50.3% |
| 10Y | +255.3% | +16.5% | +238.8% | +198.0% |
| All | +224.4% | +644.8% | -420.4% | +15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling