+29.8%
EQIX vs SW
-2.3%
+32.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -0.6% |
| 7D | -0.8% | -5.1% | +4.3% | -0.4% |
| 30D | -1.4% | -4.6% | +3.1% | -1.1% |
| 3M | -4.4% | +9.4% | -13.8% | -5.3% |
| 6M | +7.9% | +3.5% | +4.4% | +7.2% |
| YTD | +37.3% | +22.0% | +15.2% | +34.5% |
| 1Y | +37.8% | +2.2% | +35.6% | +36.6% |
| 3Y | +42.0% | +19.6% | +22.4% | +38.2% |
| All | +29.8% | -2.3% | +32.1% | +23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling