+242.8%
EQIX vs GEN
+1,308.6%
-1,065.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.4% | -4.2% | -2.4% |
| 7D | +4.1% | +2.0% | +2.0% | +3.4% |
| 30D | +5.8% | +27.7% | -21.9% | -1.8% |
| 3M | -1.4% | +3.3% | -4.7% | -3.5% |
| 6M | -1.2% | +31.8% | -33.0% | -10.7% |
| YTD | +39.6% | +13.5% | +26.1% | +30.4% |
| 1Y | +36.8% | +16.0% | +20.8% | +26.8% |
| 3Y | +47.3% | +70.6% | -23.3% | +19.5% |
| 5Y | +50.1% | +32.1% | +18.0% | +28.3% |
| 10Y | +293.3% | +153.4% | +139.9% | +150.0% |
| All | +242.8% | +1,308.6% | -1,065.8% | +7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling