+3,209.8%
EQIX vs SIMO
+2,171.3%
+1,038.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | +3.5% | -16.0% | +19.5% | +6.5% |
| 30D | +2.3% | -35.8% | +38.1% | +9.7% |
| 3M | +1.1% | -26.5% | +27.6% | +5.1% |
| 6M | -1.1% | -33.0% | +31.9% | +2.2% |
| YTD | +39.1% | +84.3% | -45.2% | +16.1% |
| 1Y | +29.5% | +82.0% | -52.5% | +8.2% |
| 3Y | +45.8% | +218.5% | -172.7% | +6.5% |
| 5Y | +48.4% | +175.0% | -126.6% | +7.0% |
| 10Y | +285.1% | +407.5% | -122.5% | +129.4% |
| All | +3,209.8% | +2,171.3% | +1,038.5% | +928.5% |
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