+43.5%
EQIX vs RMD
+51.0%
-7.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +2.3% | -4.7% | +7.1% | +3.0% |
| 30D | +0.4% | +0.2% | +0.2% | +0.3% |
| 3M | -1.1% | +12.0% | -13.1% | -3.1% |
| 6M | +11.5% | -12.5% | +24.0% | +13.8% |
| YTD | +38.2% | -7.9% | +46.2% | +39.2% |
| 1Y | +36.7% | -20.4% | +57.1% | +41.7% |
| All | +43.5% | +51.0% | -7.5% | +29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling