+4,172.9%
EQIX vs ITOT
+885.8%
+3,287.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | +2.3% | -0.4% | +2.7% | +2.7% |
| 30D | +0.4% | -1.6% | +2.0% | +2.1% |
| 3M | -1.1% | +3.5% | -4.7% | -4.8% |
| 6M | +11.5% | +13.1% | -1.7% | -2.4% |
| YTD | +38.2% | +12.7% | +25.5% | +21.2% |
| 1Y | +36.7% | +18.3% | +18.4% | +13.7% |
| 3Y | +44.1% | +76.4% | -32.3% | -22.3% |
| 5Y | +34.8% | +73.8% | -38.9% | -26.7% |
| 10Y | +248.8% | +301.2% | -52.4% | -31.2% |
| All | +4,172.9% | +885.8% | +3,287.0% | +172.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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