+244.0%
EQIX vs NI
+143.3%
+100.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +0.2% | 0.0% | +0.1% | +0.1% |
| 30D | -2.5% | -1.4% | -1.1% | -1.8% |
| 3M | 0.0% | -10.6% | +10.5% | +5.8% |
| 6M | +7.6% | -9.3% | +17.0% | +12.8% |
| YTD | +37.5% | +1.1% | +36.4% | +36.1% |
| 1Y | +32.9% | +3.4% | +29.5% | +29.9% |
| 3Y | +42.8% | +67.9% | -25.1% | +8.0% |
| 5Y | +35.8% | +98.0% | -62.1% | -5.1% |
| All | +244.0% | +143.3% | +100.7% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling