+36.5%
EQIX vs FTV
-2.3%
+38.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.0% | +1.2% |
| 7D | +0.2% | -4.0% | +4.1% | +1.9% |
| 30D | -2.5% | -11.0% | +8.5% | +2.4% |
| 3M | 0.0% | -8.4% | +8.4% | +3.3% |
| 6M | +7.6% | -2.6% | +10.2% | +7.9% |
| YTD | +37.5% | -0.6% | +38.1% | +34.7% |
| 1Y | +32.9% | +11.0% | +22.0% | +22.5% |
| 3Y | +42.8% | -6.3% | +49.1% | +41.3% |
| All | +36.5% | -2.3% | +38.8% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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