+43.8%
EQIX vs ESTC
+11.7%
+32.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +0.7% |
| 7D | +1.3% | -4.3% | +5.6% | +1.5% |
| 30D | +0.3% | +17.7% | -17.4% | -0.8% |
| 3M | -1.6% | +42.3% | -43.8% | -4.0% |
| 6M | +12.2% | +64.6% | -52.4% | +8.0% |
| YTD | +38.0% | +17.2% | +20.8% | +36.3% |
| 1Y | +38.9% | -4.2% | +43.1% | +39.6% |
| 3Y | +43.8% | +13.5% | +30.3% | +41.9% |
| All | +43.8% | +11.7% | +32.1% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ESTC 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling