+34.0%
EQIX vs SPXS
-85.4%
+119.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -1.3% |
| 7D | -1.6% | +6.4% | -8.0% | +0.1% |
| 30D | -0.4% | +6.0% | -6.3% | +1.4% |
| 3M | -0.9% | -11.6% | +10.7% | -3.9% |
| 6M | +8.1% | -28.7% | +36.8% | -0.6% |
| YTD | +35.7% | -26.3% | +61.9% | +26.3% |
| 1Y | +34.0% | -34.9% | +68.9% | +20.8% |
| 3Y | +41.4% | -79.5% | +120.9% | -2.9% |
| 5Y | +34.0% | -85.9% | +119.9% | -7.2% |
| All | +34.0% | -85.4% | +119.4% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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