+32.9%
EQIX vs ETR
+21.8%
+11.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.5% |
| 7D | +0.2% | -1.8% | +2.0% | +1.0% |
| 30D | -2.5% | -1.8% | -0.7% | -1.6% |
| 3M | 0.0% | -3.6% | +3.5% | +1.8% |
| 6M | +7.6% | +2.6% | +5.0% | +5.4% |
| YTD | +37.5% | +16.0% | +21.5% | +24.9% |
| 1Y | +32.9% | +20.1% | +12.8% | +20.5% |
| All | +32.9% | +21.8% | +11.1% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 1y: compounded portfolio wealth divided by compounded ETR 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…
1y analysis · Full analysis span regression · 6 months rolling