+43.5%
EQIX vs ROP
-18.8%
+62.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | +2.3% | -6.1% | +8.5% | +3.4% |
| 30D | +0.4% | -3.4% | +3.8% | +1.0% |
| 3M | -1.1% | +16.7% | -17.8% | -4.9% |
| 6M | +11.5% | +8.1% | +3.4% | +9.3% |
| YTD | +38.2% | -11.7% | +49.9% | +47.3% |
| 1Y | +36.7% | -24.2% | +60.9% | +56.2% |
| All | +43.5% | -18.8% | +62.2% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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