+34.8%
EQIX vs SM
+119.2%
-84.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | +2.3% | -0.2% | +2.6% | +2.3% |
| 30D | +0.4% | +20.3% | -19.8% | -0.9% |
| 3M | -1.1% | +22.9% | -24.0% | -2.8% |
| 6M | +11.5% | +47.8% | -36.4% | +7.5% |
| YTD | +38.2% | +107.5% | -69.2% | +29.1% |
| 1Y | +36.7% | +51.7% | -15.1% | +30.9% |
| 3Y | +44.1% | -0.9% | +44.9% | +39.7% |
| 5Y | +34.8% | +112.2% | -77.4% | +27.0% |
| All | +34.8% | +119.2% | -84.4% | +27.0% |
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