+34.0%
EQIX vs RJF
+101.5%
-67.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.5% |
| 7D | -1.6% | -4.2% | +2.5% | -0.4% |
| 30D | -0.4% | -3.6% | +3.2% | +0.7% |
| 3M | -0.9% | +15.6% | -16.6% | -5.5% |
| 6M | +8.1% | +17.6% | -9.5% | +2.3% |
| YTD | +35.7% | +9.2% | +26.5% | +30.8% |
| 1Y | +34.0% | +5.5% | +28.4% | +30.5% |
| 3Y | +41.4% | +70.3% | -28.9% | +14.2% |
| 5Y | +34.0% | +106.0% | -72.0% | +4.8% |
| All | +34.0% | +101.5% | -67.5% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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