+30.4%
EQIX vs SIMO
+297.1%
-266.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.7% | -0.1% |
| 7D | +1.3% | +14.6% | -13.3% | -0.1% |
| 30D | +0.3% | +6.2% | -5.9% | -0.5% |
| 3M | -1.6% | +3.6% | -5.1% | -3.0% |
| 6M | +12.2% | +130.8% | -118.6% | +0.3% |
| YTD | +38.0% | +195.8% | -157.8% | +19.0% |
| 1Y | +38.9% | +225.0% | -186.1% | +17.9% |
| 3Y | +43.8% | +452.3% | -408.5% | +12.0% |
| 5Y | +30.4% | +303.6% | -273.2% | +2.5% |
| All | +30.4% | +297.1% | -266.8% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SIMO 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling