+242.9%
EQIX vs DOC
+646.7%
-403.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.1% | +0.8% | +2.6% |
| 7D | +4.6% | +8.7% | -4.1% | +1.0% |
| 30D | +3.0% | +7.6% | -4.6% | -0.3% |
| 3M | +0.7% | -5.3% | +6.0% | +2.6% |
| 6M | -1.7% | +27.6% | -29.3% | -12.6% |
| YTD | +39.7% | +32.4% | +7.3% | +21.4% |
| 1Y | +29.7% | +22.9% | +6.9% | +16.2% |
| 3Y | +45.7% | +43.1% | +2.6% | +20.1% |
| 5Y | +44.9% | -21.4% | +66.3% | +53.9% |
| 10Y | +275.5% | +16.8% | +258.7% | +214.6% |
| All | +242.9% | +646.7% | -403.8% | +22.2% |
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 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