+244.0%
EQIX vs SPXU
-99.6%
+343.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +0.7% |
| 7D | +0.2% | +2.5% | -2.3% | +0.9% |
| 30D | -2.5% | +4.2% | -6.7% | -1.3% |
| 3M | 0.0% | -9.3% | +9.2% | -2.2% |
| 6M | +7.6% | -30.7% | +38.3% | -1.4% |
| YTD | +37.5% | -28.1% | +65.6% | +27.6% |
| 1Y | +32.9% | -35.2% | +68.2% | +20.4% |
| 3Y | +42.8% | -79.9% | +122.7% | +1.0% |
| 5Y | +35.8% | -86.4% | +122.2% | -2.3% |
| All | +244.0% | -99.6% | +343.5% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling