+29.7%
EQIX vs SIMO
+274.0%
-244.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.7% | -9.2% | -1.3% |
| 7D | -0.8% | +4.2% | -5.0% | -1.3% |
| 30D | -1.4% | +4.1% | -5.5% | -2.1% |
| 3M | -4.4% | -12.9% | +8.4% | -4.3% |
| 6M | +7.9% | +110.3% | -102.4% | -2.5% |
| YTD | +37.3% | +178.6% | -141.3% | +19.1% |
| 1Y | +37.8% | +220.0% | -182.2% | +16.9% |
| 3Y | +42.0% | +409.0% | -367.1% | +11.4% |
| All | +29.7% | +274.0% | -244.3% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling