+30.4%
EQIX vs ED
+71.7%
-41.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | +1.3% | +0.5% | +0.8% | +1.1% |
| 30D | +0.3% | +1.1% | -0.7% | -0.2% |
| 3M | -1.6% | +4.6% | -6.2% | -3.8% |
| 6M | +12.2% | -2.0% | +14.1% | +12.7% |
| YTD | +38.0% | +11.7% | +26.3% | +30.1% |
| 1Y | +38.9% | +15.7% | +23.2% | +28.5% |
| 3Y | +43.8% | +34.4% | +9.5% | +17.5% |
| 5Y | +30.4% | +67.3% | -36.9% | -3.7% |
| All | +30.4% | +71.7% | -41.3% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling