+229.4%
EQIX vs IP
+169.1%
+60.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.2% |
| 7D | -0.1% | -5.1% | +5.0% | +1.7% |
| 30D | -1.8% | +8.5% | -10.4% | -4.8% |
| 3M | -3.4% | -13.8% | +10.5% | +1.4% |
| 6M | -6.0% | +5.7% | -11.7% | -9.3% |
| YTD | +34.2% | -9.1% | +43.3% | +34.6% |
| 1Y | +26.2% | -0.8% | +27.1% | +22.2% |
| 3Y | +41.7% | +14.8% | +26.9% | +22.7% |
| 5Y | +43.1% | -11.5% | +54.6% | +34.6% |
| 10Y | +260.8% | +27.9% | +232.9% | +162.9% |
| All | +229.4% | +169.1% | +60.3% | +91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling