+34.8%
EQIX vs ROP
-16.4%
+51.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.7% |
| 7D | +2.3% | -6.1% | +8.5% | +4.8% |
| 30D | +0.4% | -3.4% | +3.8% | +1.6% |
| 3M | -1.1% | +16.7% | -17.8% | -8.4% |
| 6M | +11.5% | +8.1% | +3.4% | +6.5% |
| YTD | +38.2% | -11.7% | +49.9% | +46.9% |
| 1Y | +36.7% | -24.2% | +60.9% | +58.9% |
| 3Y | +44.1% | -19.0% | +63.0% | +56.0% |
| 5Y | +34.8% | -15.9% | +50.7% | +35.2% |
| All | +34.8% | -16.4% | +51.3% | +35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling