+1,305.3%
EQIX vs SW
+730.4%
+574.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.5% | -3.9% | -5.3% |
| 7D | -3.8% | +4.7% | -8.4% | -4.0% |
| 30D | -4.8% | +5.0% | -9.8% | -5.0% |
| 3M | -5.1% | -7.3% | +2.2% | -4.9% |
| 6M | -6.6% | +15.0% | -21.6% | -7.3% |
| YTD | +32.2% | +18.5% | +13.6% | +30.9% |
| 1Y | +23.9% | +27.1% | -3.2% | +22.4% |
| 3Y | +37.9% | +49.3% | -11.4% | +35.0% |
| 5Y | +40.9% | -1.6% | +42.5% | +38.5% |
| 10Y | +255.3% | +185.4% | +69.9% | +238.4% |
| All | +1,305.3% | +730.4% | +574.9% | +1,285.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling