+40.5%
EQIX vs IOT
+55.2%
-14.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.9% | +0.6% |
| 7D | +2.3% | +5.1% | -2.7% | +1.7% |
| 30D | +0.4% | -3.0% | +3.5% | +0.7% |
| 3M | -1.1% | +15.0% | -16.1% | -3.4% |
| 6M | +11.5% | +13.1% | -1.7% | +8.4% |
| YTD | +38.2% | +9.0% | +29.2% | +34.3% |
| 1Y | +36.7% | +0.1% | +36.5% | +33.8% |
| 3Y | +44.1% | +26.4% | +17.6% | +32.0% |
| All | +40.5% | +55.2% | -14.7% | +12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling