+239.3%
EQIX vs DTE
+1,259.4%
-1,020.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | +2.3% | 0.0% | +2.3% | +2.3% |
| 30D | +0.4% | -0.5% | +1.0% | +0.7% |
| 3M | -1.1% | -6.0% | +4.9% | +2.0% |
| 6M | +11.5% | -7.2% | +18.7% | +15.3% |
| YTD | +38.2% | +7.2% | +31.1% | +32.6% |
| 1Y | +36.7% | +4.1% | +32.6% | +33.0% |
| 3Y | +44.1% | +46.9% | -2.8% | +16.1% |
| 5Y | +34.8% | +32.9% | +1.9% | +14.3% |
| 10Y | +248.8% | +144.5% | +104.3% | +105.1% |
| All | +239.3% | +1,259.4% | -1,020.1% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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