+3,165.6%
EQIX vs SIMO
+3,332.4%
-166.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.7% | -9.2% | -2.0% |
| 7D | -0.8% | +4.2% | -5.0% | -1.6% |
| 30D | -1.4% | +4.1% | -5.5% | -2.7% |
| 3M | -4.4% | -12.9% | +8.4% | -4.1% |
| 6M | +7.9% | +110.3% | -102.4% | -9.8% |
| YTD | +37.3% | +178.6% | -141.3% | +7.8% |
| 1Y | +37.8% | +220.0% | -182.2% | +4.8% |
| 3Y | +42.0% | +409.0% | -367.1% | -3.4% |
| 5Y | +29.6% | +277.3% | -247.7% | -10.4% |
| 10Y | +238.3% | +506.6% | -268.3% | +98.0% |
| All | +3,165.6% | +3,332.4% | -166.7% | +855.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling