+237.0%
EQIX vs RMD
+3,066.1%
-2,829.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -0.8% | -5.0% | +4.2% | +1.0% |
| 30D | -1.4% | +2.2% | -3.7% | -2.5% |
| 3M | -4.4% | +17.8% | -22.3% | -10.8% |
| 6M | +7.9% | -11.3% | +19.3% | +11.4% |
| YTD | +37.3% | -4.4% | +41.7% | +37.1% |
| 1Y | +37.8% | -15.7% | +53.5% | +43.9% |
| 3Y | +42.0% | +47.7% | -5.8% | +14.9% |
| 5Y | +29.6% | -19.2% | +48.9% | +29.6% |
| 10Y | +238.3% | +280.4% | -42.1% | +71.8% |
| All | +237.0% | +3,066.1% | -2,829.1% | -33.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling