+36.5%
EQIX vs DRI
+2.2%
+34.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.2% |
| 7D | +2.3% | -4.8% | +7.2% | +2.3% |
| 30D | +0.4% | -3.9% | +4.4% | +0.5% |
| 3M | -1.1% | +5.1% | -6.2% | -1.2% |
| 6M | +11.5% | +5.5% | +6.0% | +11.3% |
| YTD | +38.2% | +16.5% | +21.7% | +38.3% |
| All | +36.5% | +2.2% | +34.3% | +34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling