+285.1%
EQIX vs FIVE
+562.8%
-277.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +3.5% | +7.3% | -3.8% | +2.4% |
| 30D | +2.3% | +18.1% | -15.7% | -0.2% |
| 3M | +1.1% | +7.7% | -6.6% | -0.2% |
| 6M | -1.1% | +13.6% | -14.7% | -3.7% |
| YTD | +39.1% | +34.6% | +4.5% | +31.4% |
| 1Y | +29.5% | +66.2% | -36.7% | +18.2% |
| 3Y | +45.8% | +43.5% | +2.4% | +30.9% |
| 5Y | +48.4% | +20.7% | +27.8% | +33.0% |
| 10Y | +285.1% | +541.5% | -256.4% | +178.5% |
| All | +285.1% | +562.8% | -277.7% | +178.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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