+239.3%
EQIX vs RMD
+276.6%
-37.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | -1.6% | -4.2% | +2.6% | -0.4% |
| 30D | -0.4% | -2.1% | +1.7% | +0.1% |
| 3M | -0.9% | +13.8% | -14.7% | -5.3% |
| 6M | +8.1% | -10.6% | +18.7% | +10.8% |
| YTD | +35.7% | -8.1% | +43.8% | +37.2% |
| 1Y | +34.0% | -18.0% | +51.9% | +40.3% |
| 3Y | +41.4% | +52.9% | -11.4% | +16.2% |
| 5Y | +34.0% | -22.3% | +56.3% | +36.7% |
| All | +239.3% | +276.6% | -37.2% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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