+43.8%
EQIX vs GEN
+57.7%
-13.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.9% |
| 7D | +1.3% | -0.7% | +2.0% | +1.4% |
| 30D | +0.3% | +2.6% | -2.3% | -0.2% |
| 3M | -1.6% | +15.8% | -17.3% | -4.2% |
| 6M | +12.2% | +33.1% | -21.0% | +5.7% |
| YTD | +38.0% | +11.3% | +26.7% | +35.7% |
| 1Y | +38.9% | +1.7% | +37.3% | +40.0% |
| 3Y | +43.8% | +58.1% | -14.3% | +24.4% |
| All | +43.8% | +57.7% | -13.9% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling