+43.8%
EQIX vs IWD
+71.7%
-27.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +1.2% |
| 7D | +1.3% | -0.2% | +1.5% | +1.5% |
| 30D | +0.3% | -0.8% | +1.1% | +1.0% |
| 3M | -1.6% | +8.0% | -9.6% | -8.3% |
| 6M | +12.2% | +18.2% | -6.0% | -3.8% |
| YTD | +38.0% | +22.3% | +15.6% | +14.2% |
| 1Y | +38.9% | +28.9% | +10.0% | +9.3% |
| 3Y | +43.8% | +71.5% | -27.7% | -18.8% |
| All | +43.8% | +71.7% | -27.9% | -18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling