+239.3%
EQIX vs ENB
+94.4%
+144.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.8% | +2.0% | -0.5% |
| 7D | -1.6% | -4.6% | +2.9% | 0.0% |
| 30D | -0.4% | -5.2% | +4.9% | +1.5% |
| 3M | -0.9% | -13.4% | +12.5% | +4.1% |
| 6M | +8.1% | -7.8% | +15.9% | +11.0% |
| YTD | +35.7% | +4.9% | +30.8% | +32.9% |
| 1Y | +34.0% | +3.2% | +30.7% | +31.8% |
| 3Y | +41.4% | +71.0% | -29.6% | +15.6% |
| 5Y | +34.0% | +64.0% | -30.0% | +11.3% |
| All | +239.3% | +94.4% | +144.9% | +153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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