+43.8%
EQIX vs ED
+35.1%
+8.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +1.3% | +0.5% | +0.8% | +1.2% |
| 30D | +0.3% | +1.1% | -0.7% | +0.1% |
| 3M | -1.6% | +4.6% | -6.2% | -2.8% |
| 6M | +12.2% | -2.0% | +14.1% | +12.5% |
| YTD | +38.0% | +11.7% | +26.3% | +33.8% |
| 1Y | +38.9% | +15.7% | +23.2% | +33.4% |
| 3Y | +43.8% | +34.4% | +9.5% | +25.0% |
| All | +43.8% | +35.1% | +8.7% | +25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling