+34.8%
EQIX vs SAN
+384.1%
-349.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | +2.3% | -0.5% | +2.8% | +2.4% |
| 30D | +0.4% | -0.1% | +0.5% | +0.4% |
| 3M | -1.1% | +19.6% | -20.8% | -4.8% |
| 6M | +11.5% | +32.7% | -21.2% | +4.8% |
| YTD | +38.2% | +26.7% | +11.5% | +30.5% |
| 1Y | +36.7% | +51.6% | -15.0% | +23.8% |
| 3Y | +44.1% | +348.7% | -304.7% | +1.4% |
| 5Y | +34.8% | +378.7% | -343.9% | -12.3% |
| All | +34.8% | +384.1% | -349.2% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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