+30.4%
EQIX vs IWD
+73.8%
-43.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +1.3% |
| 7D | +1.3% | -0.2% | +1.5% | +1.5% |
| 30D | +0.3% | -0.8% | +1.1% | +1.1% |
| 3M | -1.6% | +8.0% | -9.6% | -9.0% |
| 6M | +12.2% | +18.2% | -6.0% | -5.2% |
| YTD | +38.0% | +22.3% | +15.6% | +12.4% |
| 1Y | +38.9% | +28.9% | +10.0% | +7.2% |
| 3Y | +43.8% | +71.5% | -27.7% | -18.5% |
| 5Y | +30.4% | +73.6% | -43.2% | -26.5% |
| All | +30.4% | +73.8% | -43.5% | -26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling