+237.0%
EQIX vs EIX
+524.1%
-287.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.8% |
| 7D | -0.8% | -19.1% | +18.3% | +5.0% |
| 30D | -1.4% | -16.9% | +15.5% | +3.2% |
| 3M | -4.4% | -20.0% | +15.6% | +1.2% |
| 6M | +7.9% | -21.3% | +29.3% | +14.7% |
| YTD | +37.3% | -1.7% | +39.0% | +34.6% |
| 1Y | +37.8% | +9.6% | +28.2% | +29.6% |
| 3Y | +42.0% | -3.7% | +45.7% | +36.7% |
| 5Y | +29.6% | +22.6% | +7.0% | +14.1% |
| 10Y | +238.3% | +17.7% | +220.6% | +183.8% |
| All | +237.0% | +524.1% | -287.1% | +74.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling