+30.4%
EQIX vs REPL
-53.9%
+84.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.5% |
| 7D | +1.3% | -5.7% | +7.1% | +1.4% |
| 30D | +0.3% | +22.5% | -22.1% | 0.0% |
| 3M | -1.6% | +64.7% | -66.2% | -2.9% |
| 6M | +12.2% | +83.0% | -70.8% | +8.4% |
| YTD | +38.0% | +52.0% | -14.0% | +33.8% |
| 1Y | +38.9% | +144.5% | -105.6% | +30.7% |
| 3Y | +43.8% | -25.1% | +68.9% | +35.0% |
| 5Y | +30.4% | -52.9% | +83.2% | +15.4% |
| All | +30.4% | -53.9% | +84.3% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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