+239.3%
EQIX vs DRI
+348.7%
-109.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.7% |
| 7D | -1.6% | -4.8% | +3.2% | -0.8% |
| 30D | -0.4% | -5.2% | +4.8% | +0.5% |
| 3M | -0.9% | +2.7% | -3.7% | -1.6% |
| 6M | +8.1% | +3.6% | +4.5% | +7.1% |
| YTD | +35.7% | +15.4% | +20.2% | +31.6% |
| 1Y | +34.0% | +1.3% | +32.7% | +32.7% |
| 3Y | +41.4% | +53.1% | -11.7% | +29.6% |
| 5Y | +34.0% | +64.6% | -30.5% | +20.2% |
| All | +239.3% | +348.7% | -109.4% | +163.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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