+237.0%
EQIX vs GEN
+1,320.1%
-1,083.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.2% |
| 7D | -0.8% | -1.2% | +0.4% | -0.5% |
| 30D | -1.4% | +10.1% | -11.6% | -4.4% |
| 3M | -4.4% | +16.1% | -20.5% | -9.1% |
| 6M | +7.9% | +38.9% | -30.9% | -3.6% |
| YTD | +37.3% | +14.4% | +22.8% | +29.3% |
| 1Y | +37.8% | +5.9% | +31.9% | +32.6% |
| 3Y | +42.0% | +58.8% | -16.8% | +18.8% |
| 5Y | +29.6% | +24.7% | +5.0% | +13.9% |
| 10Y | +238.3% | +163.1% | +75.3% | +114.3% |
| All | +237.0% | +1,320.1% | -1,083.2% | +6.2% |
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 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