+37.8%
EQIX vs IWD
+30.5%
+7.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | -0.8% | -0.3% | -0.5% | -0.6% |
| 30D | -1.4% | +0.6% | -2.0% | -1.8% |
| 3M | -4.4% | +7.2% | -11.7% | -8.5% |
| 6M | +7.9% | +16.2% | -8.3% | -1.7% |
| YTD | +37.3% | +23.3% | +13.9% | +18.4% |
| 1Y | +37.8% | +29.6% | +8.2% | +14.0% |
| All | +37.8% | +30.5% | +7.3% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling