+34.8%
EQIX vs ENB
+68.4%
-33.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.8% | +0.5% |
| 7D | +2.3% | -0.3% | +2.7% | +2.5% |
| 30D | +0.4% | -1.1% | +1.5% | +0.9% |
| 3M | -1.1% | -8.5% | +7.3% | +2.9% |
| 6M | +11.5% | -4.5% | +16.0% | +13.5% |
| YTD | +38.2% | +9.1% | +29.1% | +31.7% |
| 1Y | +36.7% | +8.0% | +28.7% | +30.7% |
| 3Y | +44.1% | +77.8% | -33.7% | +4.7% |
| 5Y | +34.8% | +69.4% | -34.5% | +5.5% |
| All | +34.8% | +68.4% | -33.6% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling