+45.9%
EQIX vs RGEN
-35.5%
+81.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.5% | -1.9% |
| 7D | +4.1% | -3.3% | +7.3% | +4.6% |
| 30D | +5.8% | -5.8% | +11.7% | +6.8% |
| 3M | -1.4% | +0.2% | -1.6% | -1.8% |
| 6M | -1.2% | +56.8% | -58.0% | -9.4% |
| YTD | +39.6% | +2.4% | +37.2% | +37.2% |
| 1Y | +36.8% | +11.4% | +25.4% | +32.2% |
| 3Y | +47.3% | +15.2% | +32.1% | +34.8% |
| All | +45.9% | -35.5% | +81.4% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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