+244.0%
EQIX vs GEN
+159.8%
+84.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.2% |
| 7D | +0.2% | -1.3% | +1.4% | +0.4% |
| 30D | -2.5% | +6.1% | -8.6% | -3.6% |
| 3M | 0.0% | +27.0% | -27.0% | -4.7% |
| 6M | +7.6% | +43.9% | -36.2% | -0.5% |
| YTD | +37.5% | +13.0% | +24.5% | +33.1% |
| 1Y | +32.9% | +4.0% | +28.9% | +30.7% |
| 3Y | +42.8% | +66.2% | -23.4% | +26.6% |
| 5Y | +35.8% | +23.2% | +12.7% | +25.2% |
| All | +244.0% | +159.8% | +84.1% | +167.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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