+238.6%
EQIX vs FICO
+607.5%
-368.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +1.3% | -15.4% | +16.8% | +5.3% |
| 30D | +0.3% | -10.4% | +10.7% | +2.4% |
| 3M | -1.6% | -22.7% | +21.1% | +3.0% |
| 6M | +12.2% | -36.8% | +48.9% | +22.2% |
| YTD | +38.0% | -44.8% | +82.8% | +55.8% |
| 1Y | +38.9% | -39.3% | +78.3% | +50.1% |
| 3Y | +43.8% | +3.7% | +40.1% | +23.3% |
| 5Y | +30.4% | +101.7% | -71.4% | -14.9% |
| 10Y | +238.6% | +602.8% | -364.1% | +39.9% |
| All | +238.6% | +607.5% | -368.9% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 10y: compounded portfolio wealth divided by compounded FICO 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…
10y analysis · Full analysis span regression · 6 months rolling