+43.5%
EQIX vs SMTC
+565.9%
-522.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +2.3% | +22.5% | -20.1% | +0.4% |
| 30D | +0.4% | +24.9% | -24.4% | -1.9% |
| 3M | -1.1% | +4.1% | -5.2% | -2.6% |
| 6M | +11.5% | +92.6% | -81.1% | +2.8% |
| YTD | +38.2% | +122.5% | -84.3% | +25.3% |
| 1Y | +36.7% | +166.2% | -129.6% | +21.2% |
| All | +43.5% | +565.9% | -522.4% | +5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling