+285.1%
EQIX vs EMB
+36.5%
+248.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.5% |
| 7D | +4.1% | -0.9% | +5.0% | +5.1% |
| 30D | +5.8% | +0.4% | +5.5% | +5.5% |
| 3M | -1.4% | -3.1% | +1.7% | +2.2% |
| 6M | -1.2% | -2.1% | +0.8% | +1.2% |
| YTD | +39.6% | -1.1% | +40.7% | +41.6% |
| 1Y | +36.8% | -0.1% | +36.9% | +37.1% |
| 3Y | +47.3% | +29.6% | +17.7% | +12.4% |
| 5Y | +50.1% | +7.2% | +42.9% | +37.2% |
| All | +285.1% | +36.5% | +248.6% | +176.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling