+43.8%
EQIX vs EMB
+30.2%
+13.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.7% |
| 7D | +1.3% | +0.3% | +1.0% | +0.9% |
| 30D | +0.3% | -0.5% | +0.8% | +1.1% |
| 3M | -1.6% | +0.3% | -1.9% | -2.1% |
| 6M | +12.2% | +1.2% | +11.0% | +10.2% |
| YTD | +38.0% | +1.5% | +36.5% | +35.0% |
| 1Y | +38.9% | +4.8% | +34.1% | +29.3% |
| 3Y | +43.8% | +30.4% | +13.5% | -3.0% |
| All | +43.8% | +30.2% | +13.7% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling