+238.7%
EQIX vs INCY
+248.0%
-9.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.9% |
| 7D | +1.3% | -0.5% | +1.8% | +1.4% |
| 30D | +0.3% | +3.2% | -2.8% | -0.4% |
| 3M | -1.6% | +23.6% | -25.2% | -6.3% |
| 6M | +12.2% | +29.7% | -17.5% | +5.5% |
| YTD | +38.0% | +25.9% | +12.0% | +30.3% |
| 1Y | +38.9% | +43.7% | -4.8% | +27.2% |
| 3Y | +43.8% | +94.4% | -50.6% | +20.8% |
| 5Y | +30.4% | +68.0% | -37.6% | +12.0% |
| 10Y | +238.6% | +52.5% | +186.1% | +178.0% |
| All | +238.7% | +248.0% | -9.3% | +39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling