+45.9%
EQIX vs SM
+5.5%
+40.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.8% |
| 7D | +4.1% | +9.4% | -5.3% | +3.4% |
| 30D | +5.8% | -14.4% | +20.2% | +6.7% |
| 3M | -1.4% | +1.6% | -2.9% | -2.0% |
| 6M | -1.2% | +6.3% | -7.6% | -2.6% |
| YTD | +39.6% | +78.8% | -39.1% | +30.4% |
| 1Y | +36.8% | +83.1% | -46.3% | +27.3% |
| 3Y | +47.3% | -5.9% | +53.2% | +42.3% |
| All | +45.9% | +5.5% | +40.4% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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