+29.8%
EQIX vs FICO
+99.8%
-70.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -16.7% | +16.2% | +2.6% |
| 7D | -0.8% | -19.2% | +18.4% | +2.9% |
| 30D | -1.4% | -14.6% | +13.1% | +0.9% |
| 3M | -4.4% | -20.1% | +15.7% | -2.1% |
| 6M | +7.9% | -36.3% | +44.3% | +15.3% |
| YTD | +37.3% | -44.9% | +82.1% | +51.8% |
| 1Y | +37.8% | -38.6% | +76.4% | +46.0% |
| 3Y | +42.0% | +4.0% | +38.0% | +20.8% |
| All | +29.8% | +99.8% | -70.0% | -18.3% |
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 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