+40.8%
EQIX vs SITM
+423.6%
-382.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SITM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.1% |
| 7D | -1.6% | +4.8% | -6.5% | -2.2% |
| 30D | -0.4% | -9.7% | +9.4% | +0.6% |
| 3M | -0.9% | -9.3% | +8.4% | -1.1% |
| 6M | +8.1% | +69.5% | -61.4% | -1.8% |
| YTD | +35.7% | +70.5% | -34.9% | +22.1% |
| 1Y | +34.0% | +145.3% | -111.3% | +13.0% |
| All | +40.8% | +423.6% | -382.8% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SITM.
Daily Out/Under-Performance
Portfolio return minus SITM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SITM 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 3y: compounded portfolio wealth divided by compounded SITM 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…
3y analysis · Full analysis span regression · 6 months rolling