+43.6%
EQIX vs FGI
-4.4%
+48.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.5% | -8.0% | -0.5% |
| 7D | -0.8% | +0.5% | -1.3% | -0.8% |
| 30D | -1.4% | +65.4% | -66.8% | -1.5% |
| 3M | -4.4% | +23.5% | -27.9% | -4.5% |
| 6M | +7.9% | +60.5% | -52.6% | +8.1% |
| YTD | +37.3% | +30.0% | +7.3% | +37.3% |
| 1Y | +37.8% | +82.1% | -44.3% | +39.6% |
| All | +43.6% | -4.4% | +48.0% | +49.5% |
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