+36.5%
EQIX vs ELV
+24.6%
+12.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.5% | -6.0% | -1.4% |
| 7D | +0.2% | +2.8% | -2.6% | -0.3% |
| 30D | -2.5% | +4.9% | -7.4% | -3.3% |
| 3M | 0.0% | +4.9% | -4.9% | -1.1% |
| 6M | +7.6% | +45.1% | -37.4% | +0.6% |
| YTD | +37.5% | +20.7% | +16.8% | +32.0% |
| 1Y | +32.9% | +35.0% | -2.1% | +24.7% |
| 3Y | +42.8% | -2.4% | +45.2% | +40.5% |
| All | +36.5% | +24.6% | +12.0% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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