+52.3%
EQIX vs FICO
+88.0%
-35.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +1.3% | +4.0% | -2.6% | +0.7% |
| 30D | +3.4% | -1.5% | +4.9% | +3.3% |
| 3M | +3.9% | -29.8% | +33.7% | +8.4% |
| 6M | -0.7% | -33.3% | +32.5% | +2.7% |
| YTD | +41.5% | -56.9% | +98.4% | +60.8% |
| 1Y | +32.9% | -59.5% | +92.3% | +53.3% |
| 3Y | +48.3% | -26.9% | +75.2% | +34.5% |
| 5Y | +52.3% | +92.9% | -40.6% | -2.4% |
| All | +52.3% | +88.0% | -35.6% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling