+41.4%
EQIX vs S
-56.9%
+98.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -2.1% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -0.4% | -11.8% | +11.4% | +0.9% |
| 3M | -0.9% | +33.9% | -34.9% | -5.0% |
| 6M | +8.1% | +40.1% | -32.0% | +2.5% |
| YTD | +35.7% | +32.1% | +3.6% | +29.2% |
| 1Y | +34.0% | +11.0% | +22.9% | +30.1% |
| 3Y | +41.4% | +16.9% | +24.5% | +32.0% |
| 5Y | +34.0% | -68.9% | +102.9% | +33.1% |
| All | +41.4% | -56.9% | +98.3% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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