+250.9%
EQIX vs SW
+182.7%
+68.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.5% | +1.6% |
| 7D | -0.1% | +2.3% | -2.4% | -0.3% |
| 30D | -1.8% | +6.8% | -8.6% | -2.4% |
| 3M | -3.4% | -5.2% | +1.8% | -3.0% |
| 6M | -6.0% | +7.4% | -13.4% | -6.8% |
| YTD | +34.2% | +17.4% | +16.8% | +32.0% |
| 1Y | +26.2% | +27.1% | -0.8% | +23.4% |
| 3Y | +41.7% | +47.9% | -6.2% | +36.3% |
| 5Y | +43.1% | -2.6% | +45.6% | +38.8% |
| All | +250.9% | +182.7% | +68.2% | +206.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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