+752.5%
EQIX vs FIVE
+868.1%
-115.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.1% | -5.6% | -1.2% |
| 7D | -0.8% | +4.3% | -5.1% | -1.4% |
| 30D | -1.4% | +12.5% | -14.0% | -3.3% |
| 3M | -4.4% | +31.2% | -35.7% | -8.5% |
| 6M | +7.9% | +14.4% | -6.4% | +5.0% |
| YTD | +37.3% | +33.9% | +3.4% | +30.2% |
| 1Y | +37.8% | +65.1% | -27.3% | +26.2% |
| 3Y | +42.0% | +49.0% | -7.0% | +26.9% |
| 5Y | +29.6% | +30.3% | -0.7% | +15.4% |
| 10Y | +238.3% | +481.1% | -242.8% | +131.0% |
| All | +752.5% | +868.1% | -115.7% | +390.7% |
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