+1,045.4%
EQIX vs INDA
+111.6%
+933.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.1% |
| 7D | +1.3% | -1.0% | +2.3% | +1.7% |
| 30D | +0.3% | -2.5% | +2.9% | +1.3% |
| 3M | -1.6% | +4.0% | -5.5% | -3.1% |
| 6M | +12.2% | -1.8% | +14.0% | +12.7% |
| YTD | +38.0% | -9.2% | +47.1% | +42.7% |
| 1Y | +38.9% | -7.2% | +46.1% | +42.3% |
| 3Y | +43.8% | +9.8% | +34.0% | +37.1% |
| 5Y | +30.4% | +7.5% | +22.9% | +25.1% |
| 10Y | +238.6% | +80.8% | +157.8% | +156.8% |
| All | +1,045.4% | +111.6% | +933.8% | +716.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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