+374.2%
EQIX vs SPMO
+575.0%
-200.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +2.3% | +2.7% | -0.4% | +0.6% |
| 30D | +0.4% | +1.1% | -0.6% | -0.2% |
| 3M | -1.1% | +2.0% | -3.2% | -3.5% |
| 6M | +11.5% | +26.5% | -15.1% | -6.3% |
| YTD | +38.2% | +26.5% | +11.7% | +16.0% |
| 1Y | +36.7% | +27.9% | +8.7% | +13.5% |
| 3Y | +44.1% | +160.4% | -116.3% | -28.5% |
| 5Y | +34.8% | +151.5% | -116.7% | -31.9% |
| 10Y | +248.8% | +526.3% | -277.6% | +12.0% |
| All | +374.2% | +575.0% | -200.9% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 all: compounded portfolio wealth divided by compounded SPMO 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…
all analysis · Full analysis span regression · 6 months rolling