+34.8%
EQIX vs RMD
-22.9%
+57.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +2.3% | -4.7% | +7.1% | +3.5% |
| 30D | +0.4% | +0.2% | +0.2% | +0.3% |
| 3M | -1.1% | +12.0% | -13.1% | -4.4% |
| 6M | +11.5% | -12.5% | +24.0% | +14.7% |
| YTD | +38.2% | -7.9% | +46.2% | +39.6% |
| 1Y | +36.7% | -20.4% | +57.1% | +43.7% |
| 3Y | +44.1% | +53.1% | -9.0% | +19.4% |
| 5Y | +34.8% | -22.1% | +57.0% | +39.5% |
| All | +34.8% | -22.9% | +57.8% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling