+239.3%
EQIX vs SGI
+266.5%
-27.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.4% |
| 7D | -1.6% | -4.9% | +3.3% | -0.9% |
| 30D | -0.4% | +1.6% | -2.0% | -0.7% |
| 3M | -0.9% | -3.2% | +2.2% | -0.8% |
| 6M | +8.1% | -16.0% | +24.2% | +10.2% |
| YTD | +35.7% | -25.4% | +61.1% | +40.2% |
| 1Y | +34.0% | -21.6% | +55.5% | +37.1% |
| 3Y | +41.4% | +52.9% | -11.4% | +30.0% |
| 5Y | +34.0% | +47.5% | -13.5% | +19.4% |
| All | +239.3% | +266.5% | -27.1% | +172.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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