+34.8%
EQIX vs EIX
+24.3%
+10.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +1.2% |
| 7D | +2.3% | +4.1% | -1.7% | +1.0% |
| 30D | +0.4% | -15.3% | +15.8% | +4.1% |
| 3M | -1.1% | -18.4% | +17.3% | +3.7% |
| 6M | +11.5% | -16.8% | +28.3% | +15.6% |
| YTD | +38.2% | -0.6% | +38.8% | +33.1% |
| 1Y | +36.7% | +10.7% | +26.0% | +25.6% |
| 3Y | +44.1% | -4.5% | +48.6% | +36.3% |
| 5Y | +34.8% | +24.0% | +10.8% | +10.4% |
| All | +34.8% | +24.3% | +10.6% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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