+238.6%
EQIX vs FIVE
+475.1%
-236.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +1.3% | +3.7% | -2.3% | +0.7% |
| 30D | +0.3% | +4.0% | -3.6% | -0.4% |
| 3M | -1.6% | +36.2% | -37.8% | -6.4% |
| 6M | +12.2% | +18.0% | -5.8% | +8.5% |
| YTD | +38.0% | +34.9% | +3.1% | +30.4% |
| 1Y | +38.9% | +67.9% | -29.0% | +26.3% |
| 3Y | +43.8% | +57.3% | -13.5% | +26.9% |
| 5Y | +30.4% | +39.5% | -9.2% | +14.2% |
| 10Y | +238.6% | +496.4% | -257.8% | +138.1% |
| All | +238.6% | +475.1% | -236.5% | +138.1% |
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