+36.5%
EQIX vs EME
+575.5%
-539.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.3% | -3.0% | +0.3% |
| 7D | +0.2% | +3.5% | -3.3% | -0.7% |
| 30D | -2.5% | -6.3% | +3.9% | -1.0% |
| 3M | 0.0% | -3.8% | +3.7% | +0.2% |
| 6M | +7.6% | +8.5% | -0.9% | +4.0% |
| YTD | +37.5% | +27.8% | +9.7% | +26.5% |
| 1Y | +32.9% | +22.2% | +10.7% | +21.4% |
| 3Y | +42.8% | +253.5% | -210.7% | -14.2% |
| All | +36.5% | +575.5% | -539.0% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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