+34.8%
EQIX vs SPG
+104.0%
-69.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +1.4% |
| 7D | +2.3% | -1.7% | +4.0% | +3.1% |
| 30D | +0.4% | -6.3% | +6.7% | +3.6% |
| 3M | -1.1% | -2.4% | +1.3% | -0.4% |
| 6M | +11.5% | +9.6% | +1.8% | +5.7% |
| YTD | +38.2% | +14.2% | +24.0% | +28.0% |
| 1Y | +36.7% | +19.3% | +17.4% | +23.5% |
| 3Y | +44.1% | +106.7% | -62.6% | -4.5% |
| 5Y | +34.8% | +104.2% | -69.4% | -16.5% |
| All | +34.8% | +104.0% | -69.2% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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