+41.7%
EQIX vs FGI
+1.5%
+40.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.5% |
| 7D | -0.1% | -7.0% | +6.9% | -0.1% |
| 30D | -1.8% | -4.2% | +2.4% | -1.8% |
| 3M | -3.4% | +55.6% | -59.0% | -3.4% |
| 6M | -6.0% | -3.2% | -2.9% | -6.1% |
| YTD | +34.2% | +29.1% | +5.1% | +34.3% |
| 1Y | +26.2% | +51.0% | -24.7% | +26.7% |
| 3Y | +41.7% | +1.5% | +40.2% | +47.9% |
| All | +41.7% | +1.5% | +40.2% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling