+58.5%
EQIX vs EOSE
-58.6%
+117.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +0.3% |
| 7D | +2.3% | +15.0% | -12.6% | +1.7% |
| 30D | +0.4% | +2.5% | -2.0% | +0.1% |
| 3M | -1.1% | -33.7% | +32.6% | +0.1% |
| 6M | +11.5% | -32.7% | +44.2% | +11.9% |
| YTD | +38.2% | -63.8% | +102.0% | +41.3% |
| 1Y | +36.7% | -40.5% | +77.2% | +35.6% |
| 3Y | +44.1% | +50.4% | -6.3% | +30.6% |
| 5Y | +34.8% | -68.6% | +103.4% | +16.3% |
| All | +58.5% | -58.6% | +117.1% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 all: compounded portfolio wealth divided by compounded EOSE 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…
all analysis · Full analysis span regression · 6 months rolling