+3,377.1%
EQIX vs EFV
+256.4%
+3,120.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +1.0% |
| 7D | +1.3% | +1.0% | +0.3% | +0.6% |
| 30D | +0.3% | +0.2% | +0.2% | +0.2% |
| 3M | -1.6% | +9.6% | -11.2% | -8.4% |
| 6M | +12.2% | +14.0% | -1.9% | +0.9% |
| YTD | +38.0% | +18.5% | +19.5% | +20.3% |
| 1Y | +38.9% | +27.9% | +11.0% | +14.0% |
| 3Y | +43.8% | +92.4% | -48.6% | -14.8% |
| 5Y | +30.4% | +97.2% | -66.8% | -24.7% |
| 10Y | +238.6% | +163.0% | +75.6% | +46.0% |
| All | +3,377.1% | +256.4% | +3,120.7% | +1,077.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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