+39.8%
EQIX vs IOT
+54.1%
-14.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.5% | +1.4% |
| 7D | +0.2% | -4.5% | +4.7% | +0.7% |
| 30D | -2.5% | -2.4% | 0.0% | -2.3% |
| 3M | 0.0% | +19.0% | -19.0% | -2.7% |
| 6M | +7.6% | +19.6% | -12.0% | +4.0% |
| YTD | +37.5% | +8.3% | +29.2% | +33.7% |
| 1Y | +32.9% | -0.8% | +33.7% | +30.3% |
| 3Y | +42.8% | +24.4% | +18.3% | +31.1% |
| All | +39.8% | +54.1% | -14.3% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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