+34.8%
EQIX vs ESI
+74.4%
-39.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | +2.3% | +3.9% | -1.6% | +1.3% |
| 30D | +0.4% | -3.8% | +4.2% | +1.4% |
| 3M | -1.1% | -13.1% | +12.0% | +1.7% |
| 6M | +11.5% | +11.3% | +0.1% | +5.3% |
| YTD | +38.2% | +44.1% | -5.9% | +19.2% |
| 1Y | +36.7% | +40.3% | -3.7% | +18.1% |
| 3Y | +44.1% | +84.1% | -40.0% | +8.5% |
| 5Y | +34.8% | +75.8% | -41.0% | +0.5% |
| All | +34.8% | +74.4% | -39.6% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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