+238.6%
EQIX vs RACE
+793.3%
-554.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +1.3% | -1.0% | +2.4% | +1.7% |
| 30D | +0.3% | -1.5% | +1.9% | +0.7% |
| 3M | -1.6% | +15.5% | -17.0% | -6.7% |
| 6M | +12.2% | +17.3% | -5.1% | +5.2% |
| YTD | +38.0% | +11.1% | +26.9% | +31.4% |
| 1Y | +38.9% | -14.3% | +53.2% | +43.4% |
| 3Y | +43.8% | +40.2% | +3.7% | +20.0% |
| 5Y | +30.4% | +92.6% | -62.2% | -5.0% |
| 10Y | +238.6% | +786.6% | -548.0% | +49.7% |
| All | +238.6% | +793.3% | -554.7% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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