+30.4%
EQIX vs FE
+48.2%
-17.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | +1.3% | +0.6% | +0.7% | +1.0% |
| 30D | +0.3% | -2.1% | +2.5% | +1.4% |
| 3M | -1.6% | +2.6% | -4.2% | -3.0% |
| 6M | +12.2% | -6.8% | +19.0% | +15.8% |
| YTD | +38.0% | +6.9% | +31.1% | +33.0% |
| 1Y | +38.9% | +11.6% | +27.4% | +31.0% |
| 3Y | +43.8% | +47.7% | -3.9% | +13.1% |
| 5Y | +30.4% | +46.2% | -15.8% | +2.7% |
| All | +30.4% | +48.2% | -17.8% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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