+733.3%
EQIX vs FIVE
+822.5%
-89.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | -0.1% | -0.3% | +0.2% | 0.0% |
| 30D | -1.8% | +17.7% | -19.5% | -4.2% |
| 3M | -3.4% | +4.0% | -7.3% | -4.2% |
| 6M | -6.0% | +2.6% | -8.6% | -7.0% |
| YTD | +34.2% | +27.6% | +6.6% | +28.1% |
| 1Y | +26.2% | +59.9% | -33.7% | +16.3% |
| 3Y | +41.7% | +35.8% | +5.9% | +28.5% |
| 5Y | +43.1% | +14.4% | +28.6% | +29.8% |
| 10Y | +260.8% | +576.1% | -315.4% | +141.7% |
| All | +733.3% | +822.5% | -89.2% | +382.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling