+248.8%
EQIX vs RY
+372.5%
-123.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | +2.3% | -0.5% | +2.8% | +2.6% |
| 30D | +0.4% | -1.9% | +2.3% | +1.3% |
| 3M | -1.1% | +5.1% | -6.2% | -3.5% |
| 6M | +11.5% | +28.2% | -16.7% | -1.1% |
| YTD | +38.2% | +22.9% | +15.3% | +24.8% |
| 1Y | +36.7% | +45.5% | -8.8% | +13.6% |
| 3Y | +44.1% | +156.7% | -112.6% | -10.2% |
| 5Y | +34.8% | +137.7% | -102.9% | -13.2% |
| 10Y | +248.8% | +375.5% | -126.7% | +56.7% |
| All | +248.8% | +372.5% | -123.8% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 10y: compounded portfolio wealth divided by compounded RY 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…
10y analysis · Full analysis span regression · 6 months rolling