+50.3%
EQIX vs LTH
+152.0%
-101.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | +2.3% | -4.0% | +6.3% | +3.1% |
| 30D | +0.4% | -1.7% | +2.1% | +0.7% |
| 3M | -1.1% | +28.0% | -29.1% | -6.2% |
| 6M | +11.5% | +54.1% | -42.6% | +1.3% |
| YTD | +38.2% | +57.1% | -18.9% | +24.7% |
| 1Y | +36.7% | +45.8% | -9.1% | +25.0% |
| 3Y | +44.1% | +157.6% | -113.5% | +14.5% |
| All | +50.3% | +152.0% | -101.6% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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