+45.9%
EQIX vs FICO
+91.4%
-45.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.8% |
| 7D | +4.1% | +2.2% | +1.8% | +3.7% |
| 30D | +5.8% | +0.1% | +5.7% | +5.4% |
| 3M | -1.4% | -35.2% | +33.8% | +4.3% |
| 6M | -1.2% | -32.4% | +31.1% | +1.7% |
| YTD | +39.6% | -57.4% | +97.0% | +58.8% |
| 1Y | +36.8% | -58.5% | +95.4% | +56.6% |
| 3Y | +47.3% | -28.9% | +76.1% | +34.6% |
| All | +45.9% | +91.4% | -45.5% | -5.2% |
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