+42.2%
EQIX vs ES
+1.4%
+40.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.4% | +2.7% |
| 7D | -0.1% | +1.9% | -2.0% | -1.0% |
| 30D | -1.8% | +7.1% | -8.9% | -4.8% |
| 3M | -3.4% | -1.9% | -1.4% | -2.8% |
| 6M | -6.0% | +4.4% | -10.4% | -8.0% |
| YTD | +34.2% | +7.3% | +26.9% | +29.1% |
| 1Y | +26.2% | +2.1% | +24.1% | +23.3% |
| 3Y | +41.7% | +41.8% | -0.2% | +13.5% |
| All | +42.2% | +1.4% | +40.7% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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