+34.0%
EQIX vs IAG
+796.9%
-762.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.3% | -1.6% |
| 7D | -1.6% | -4.1% | +2.4% | -1.3% |
| 30D | -0.4% | +10.6% | -11.0% | -1.4% |
| 3M | -0.9% | +35.4% | -36.3% | -4.0% |
| 6M | +8.1% | -9.5% | +17.7% | +8.2% |
| YTD | +35.7% | +21.8% | +13.8% | +30.8% |
| 1Y | +34.0% | +84.1% | -50.2% | +23.1% |
| 3Y | +41.4% | +817.4% | -775.9% | +5.4% |
| 5Y | +34.0% | +830.1% | -796.1% | -5.8% |
| All | +34.0% | +796.9% | -762.9% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 5y: compounded portfolio wealth divided by compounded IAG 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…
5y analysis · Full analysis span regression · 6 months rolling