+237.0%
EQIX vs RGEN
+2,555.0%
-2,318.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | -0.8% | -4.9% | +4.1% | -0.1% |
| 30D | -1.4% | +5.7% | -7.1% | -2.3% |
| 3M | -4.4% | +32.4% | -36.9% | -8.9% |
| 6M | +7.9% | +33.2% | -25.2% | +2.2% |
| YTD | +37.3% | +2.3% | +35.0% | +35.0% |
| 1Y | +37.8% | +39.0% | -1.2% | +28.7% |
| 3Y | +42.0% | -4.6% | +46.6% | +35.8% |
| 5Y | +29.6% | -42.7% | +72.3% | +30.0% |
| 10Y | +238.3% | +433.6% | -195.3% | +138.3% |
| All | +237.0% | +2,555.0% | -2,318.1% | +31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling