+52.8%
EQIX vs SPG
+83.3%
-30.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.7% |
| 7D | +7.6% | +3.1% | +4.4% | +6.0% |
| 30D | +5.2% | +16.4% | -11.2% | -2.5% |
| 3M | +0.8% | +7.1% | -6.2% | -2.7% |
| 6M | +0.2% | +16.1% | -15.8% | -7.6% |
| YTD | +42.2% | +30.4% | +11.7% | +22.7% |
| 1Y | +34.7% | +33.0% | +1.8% | +15.1% |
| 3Y | +49.0% | +134.6% | -85.7% | -9.2% |
| 5Y | +52.8% | +84.9% | -32.1% | -4.9% |
| All | +52.8% | +83.3% | -30.4% | -4.9% |
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