+244.0%
EQIX vs ED
+108.5%
+135.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.6% | +1.5% |
| 7D | +0.2% | -0.8% | +0.9% | +0.6% |
| 30D | -2.5% | -0.4% | -2.1% | -2.3% |
| 3M | 0.0% | +0.5% | -0.5% | -0.6% |
| 6M | +7.6% | -3.1% | +10.8% | +8.8% |
| YTD | +37.5% | +9.8% | +27.7% | +30.0% |
| 1Y | +32.9% | +12.6% | +20.3% | +23.7% |
| 3Y | +42.8% | +31.4% | +11.3% | +18.9% |
| 5Y | +35.8% | +69.4% | -33.6% | -1.9% |
| All | +244.0% | +108.5% | +135.4% | +116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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