+244.0%
EQIX vs SYY
+116.5%
+127.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.1% |
| 7D | +0.2% | +3.9% | -3.8% | -0.6% |
| 30D | -2.5% | -1.7% | -0.7% | -2.2% |
| 3M | 0.0% | +5.2% | -5.2% | -1.2% |
| 6M | +7.6% | -0.2% | +7.8% | +7.1% |
| YTD | +37.5% | +15.4% | +22.1% | +32.6% |
| 1Y | +32.9% | +5.6% | +27.3% | +30.5% |
| 3Y | +42.8% | +28.9% | +13.9% | +33.6% |
| 5Y | +35.8% | +24.1% | +11.8% | +27.9% |
| All | +244.0% | +116.5% | +127.4% | +180.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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