+267.7%
EQIX vs RACE
+738.3%
-470.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.5% | +3.9% |
| 7D | +6.1% | +3.9% | +2.2% | +4.9% |
| 30D | +2.8% | +7.4% | -4.7% | +0.4% |
| 3M | +1.6% | +1.6% | 0.0% | +1.0% |
| 6M | -0.7% | +23.3% | -24.0% | -8.1% |
| YTD | +39.7% | +14.7% | +25.1% | +31.7% |
| 1Y | +30.6% | +2.5% | +28.1% | +27.8% |
| 3Y | +48.4% | +28.0% | +20.5% | +28.7% |
| 5Y | +46.0% | +69.8% | -23.8% | +11.1% |
| 10Y | +267.7% | +734.9% | -467.2% | +86.1% |
| All | +267.7% | +738.3% | -470.6% | +86.1% |
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