+244.0%
EQIX vs SU
+267.2%
-23.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +0.2% | +2.2% | -2.1% | -0.1% |
| 30D | -2.5% | +8.4% | -10.9% | -3.4% |
| 3M | 0.0% | +12.1% | -12.1% | -1.4% |
| 6M | +7.6% | +19.7% | -12.0% | +5.2% |
| YTD | +37.5% | +58.4% | -20.9% | +30.1% |
| 1Y | +32.9% | +67.2% | -34.3% | +24.9% |
| 3Y | +42.8% | +125.0% | -82.3% | +28.8% |
| 5Y | +35.8% | +355.1% | -319.2% | +13.5% |
| All | +244.0% | +267.2% | -23.3% | +182.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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