+36.8%
EQIX vs GEN
+14.8%
+22.0%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.4% | -4.2% | -1.8% |
| 7D | +4.1% | +2.0% | +2.0% | +4.1% |
| 30D | +5.8% | +27.7% | -21.9% | +6.0% |
| 3M | -1.4% | +3.3% | -4.7% | -2.1% |
| 6M | -1.2% | +31.8% | -33.0% | -1.4% |
| YTD | +39.6% | +13.5% | +26.1% | +38.5% |
| 1Y | +36.8% | +16.0% | +20.8% | +35.0% |
| All | +36.8% | +14.8% | +22.0% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling