+36.5%
EQIX vs SMTC
+118.6%
-82.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +2.3% | +22.5% | -20.1% | -0.2% |
| 30D | +0.4% | +24.9% | -24.4% | -2.6% |
| 3M | -1.1% | +4.1% | -5.2% | -3.0% |
| 6M | +11.5% | +92.6% | -81.1% | +0.2% |
| YTD | +38.2% | +122.5% | -84.3% | +21.5% |
| 1Y | +36.7% | +166.2% | -129.6% | +16.6% |
| 3Y | +44.1% | +577.2% | -533.1% | -3.5% |
| All | +36.5% | +118.6% | -82.0% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling