+4,681.6%
EQIX vs EXR
+3,090.1%
+1,591.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | -0.1% |
| 7D | +3.5% | +1.7% | +1.8% | +2.7% |
| 30D | +2.3% | +18.0% | -15.7% | -5.6% |
| 3M | +1.1% | +9.7% | -8.5% | -3.5% |
| 6M | -1.1% | +13.4% | -14.6% | -7.6% |
| YTD | +39.1% | +26.3% | +12.8% | +22.9% |
| 1Y | +29.5% | +27.6% | +2.0% | +13.7% |
| 3Y | +45.8% | +52.2% | -6.3% | +14.3% |
| 5Y | +48.4% | -1.1% | +49.5% | +40.9% |
| 10Y | +285.1% | +216.8% | +68.2% | +98.7% |
| All | +4,681.6% | +3,090.1% | +1,591.5% | +692.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 all: compounded portfolio wealth divided by compounded EXR 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…
all analysis · Full analysis span regression · 6 months rolling