+29.7%
EQIX vs SMTC
+70.8%
-41.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -12.9% | +16.8% | +5.0% |
| 7D | +4.6% | -24.5% | +29.1% | +7.1% |
| 30D | +3.0% | -42.5% | +45.5% | +7.7% |
| 3M | +0.7% | -14.1% | +14.8% | +1.2% |
| 6M | -1.7% | +3.6% | -5.3% | -4.5% |
| YTD | +39.7% | +50.6% | -10.9% | +29.5% |
| 1Y | +29.7% | +72.2% | -42.5% | +17.0% |
| All | +29.7% | +70.8% | -41.1% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 1y: compounded portfolio wealth divided by compounded SMTC 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…
1y analysis · Full analysis span regression · 6 months rolling