+52.8%
EQIX vs EIX
+17.2%
+35.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +7.6% | -1.5% | +9.0% | +8.1% |
| 30D | +5.2% | +8.1% | -2.9% | +2.6% |
| 3M | +0.8% | -12.1% | +13.0% | +3.4% |
| 6M | +0.2% | -13.4% | +13.7% | +3.0% |
| YTD | +42.2% | +5.6% | +36.6% | +34.2% |
| 1Y | +34.7% | +7.8% | +26.9% | +25.9% |
| 3Y | +49.0% | +9.8% | +39.2% | +31.4% |
| 5Y | +52.8% | +18.8% | +34.0% | +29.5% |
| All | +52.8% | +17.2% | +35.6% | +29.5% |
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