+36.5%
EQIX vs EWJ
+50.5%
-14.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.8% | +0.1% |
| 7D | +0.2% | +0.3% | -0.1% | 0.0% |
| 30D | -2.5% | +0.8% | -3.3% | -3.0% |
| 3M | 0.0% | +7.5% | -7.6% | -4.6% |
| 6M | +7.6% | +15.6% | -7.9% | -2.2% |
| YTD | +37.5% | +22.7% | +14.8% | +19.6% |
| 1Y | +32.9% | +26.4% | +6.5% | +13.2% |
| 3Y | +42.8% | +72.5% | -29.8% | -5.5% |
| All | +36.5% | +50.5% | -14.0% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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