+41.7%
EQIX vs FICO
-24.3%
+65.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | -0.1% | -0.9% | +0.8% | -0.1% |
| 30D | -1.8% | +3.3% | -5.2% | -2.4% |
| 3M | -3.4% | -31.7% | +28.4% | -1.2% |
| 6M | -6.0% | -34.0% | +28.0% | -5.0% |
| YTD | +34.2% | -58.3% | +92.5% | +45.5% |
| 1Y | +26.2% | -57.9% | +84.2% | +36.5% |
| 3Y | +41.7% | -24.1% | +65.7% | +27.3% |
| All | +41.7% | -24.3% | +65.9% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling