+171.3%
EQIX vs NTR
+98.7%
+72.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.6% | -1.5% |
| 7D | -1.6% | -2.5% | +0.8% | -1.3% |
| 30D | -0.4% | +17.0% | -17.4% | -2.6% |
| 3M | -0.9% | +22.2% | -23.1% | -3.9% |
| 6M | +8.1% | +5.2% | +3.0% | +6.8% |
| YTD | +35.7% | +29.7% | +6.0% | +29.3% |
| 1Y | +34.0% | +39.4% | -5.4% | +25.9% |
| 3Y | +41.4% | +38.2% | +3.2% | +31.8% |
| 5Y | +34.0% | +47.6% | -13.6% | +19.6% |
| All | +171.3% | +98.7% | +72.6% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 all: compounded portfolio wealth divided by compounded NTR 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…
all analysis · Full analysis span regression · 6 months rolling