+34.0%
EQIX vs EFX
-37.1%
+71.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -1.6% | -11.1% | +9.5% | +1.9% |
| 30D | -0.4% | -7.4% | +7.0% | +1.7% |
| 3M | -0.9% | +1.5% | -2.4% | -2.8% |
| 6M | +8.1% | -13.7% | +21.8% | +11.6% |
| YTD | +35.7% | -21.9% | +57.5% | +43.8% |
| 1Y | +34.0% | -30.8% | +64.7% | +48.3% |
| 3Y | +41.4% | -12.4% | +53.8% | +34.8% |
| 5Y | +34.0% | -35.9% | +69.9% | +33.5% |
| All | +34.0% | -37.1% | +71.1% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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