+244.0%
EQIX vs INCY
+54.2%
+189.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.8% | +1.6% |
| 7D | +0.2% | -4.2% | +4.3% | +0.9% |
| 30D | -2.5% | +0.6% | -3.1% | -2.6% |
| 3M | 0.0% | +12.6% | -12.7% | -2.6% |
| 6M | +7.6% | +28.3% | -20.7% | +2.2% |
| YTD | +37.5% | +23.0% | +14.5% | +31.3% |
| 1Y | +32.9% | +41.0% | -8.1% | +23.4% |
| 3Y | +42.8% | +88.6% | -45.8% | +22.7% |
| 5Y | +35.8% | +70.8% | -35.0% | +18.2% |
| All | +244.0% | +54.2% | +189.7% | +202.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 10y: compounded portfolio wealth divided by compounded INCY 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…
10y analysis · Full analysis span regression · 6 months rolling