+238.7%
EQIX vs SRE
+2,149.7%
-1,911.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.3% |
| 7D | +1.3% | +1.4% | -0.1% | +0.6% |
| 30D | +0.3% | +1.9% | -1.6% | -0.8% |
| 3M | -1.6% | -3.3% | +1.7% | -0.2% |
| 6M | +12.2% | -6.4% | +18.6% | +15.2% |
| YTD | +38.0% | -1.8% | +39.8% | +38.3% |
| 1Y | +38.9% | +10.7% | +28.2% | +30.8% |
| 3Y | +43.8% | +31.8% | +12.0% | +20.3% |
| 5Y | +30.4% | +49.2% | -18.8% | +2.1% |
| 10Y | +238.6% | +118.5% | +120.1% | +103.6% |
| All | +238.7% | +2,149.7% | -1,911.0% | -39.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling