+29.8%
EQIX vs IP
-17.2%
+47.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.9% |
| 7D | -0.8% | -5.3% | +4.5% | +0.3% |
| 30D | -1.4% | -10.9% | +9.4% | +0.8% |
| 3M | -4.4% | +11.2% | -15.6% | -6.9% |
| 6M | +7.9% | -10.2% | +18.2% | +9.5% |
| YTD | +37.3% | -2.0% | +39.3% | +36.2% |
| 1Y | +37.8% | -19.1% | +56.9% | +42.2% |
| 3Y | +42.0% | +20.9% | +21.1% | +26.4% |
| All | +29.8% | -17.2% | +47.0% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 5y: compounded portfolio wealth divided by compounded IP 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…
5y analysis · Full analysis span regression · 6 months rolling