+34.0%
EQIX vs SRE
+46.9%
-12.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.7% | -1.3% |
| 7D | -1.6% | -0.7% | -1.0% | -1.3% |
| 30D | -0.4% | -1.7% | +1.4% | +0.3% |
| 3M | -0.9% | -7.1% | +6.1% | +2.2% |
| 6M | +8.1% | -8.4% | +16.5% | +12.0% |
| YTD | +35.7% | -3.5% | +39.2% | +37.0% |
| 1Y | +34.0% | +5.4% | +28.6% | +29.5% |
| 3Y | +41.4% | +29.5% | +11.9% | +15.9% |
| 5Y | +34.0% | +48.3% | -14.3% | +8.0% |
| All | +34.0% | +46.9% | -12.9% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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