+1,937.9%
EQIX vs SPXU
-100.0%
+2,037.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +1.0% |
| 7D | +1.3% | -1.5% | +2.8% | +0.9% |
| 30D | +0.3% | +3.7% | -3.4% | +1.6% |
| 3M | -1.6% | -9.6% | +8.0% | -4.0% |
| 6M | +12.2% | -32.4% | +44.5% | +1.0% |
| YTD | +38.0% | -28.7% | +66.7% | +26.6% |
| 1Y | +38.9% | -38.2% | +77.1% | +22.7% |
| 3Y | +43.8% | -80.4% | +124.3% | -3.0% |
| 5Y | +30.4% | -86.0% | +116.4% | -8.9% |
| 10Y | +238.6% | -99.5% | +338.1% | +6.2% |
| All | +1,937.9% | -100.0% | +2,037.9% | +114.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling