+233.0%
EQIX vs SYY
+656.7%
-423.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.8% | -2.2% |
| 7D | -1.6% | +1.5% | -3.2% | -2.2% |
| 30D | -0.4% | -2.3% | +2.0% | +0.4% |
| 3M | -0.9% | +5.5% | -6.4% | -3.0% |
| 6M | +8.1% | -1.0% | +9.1% | +7.4% |
| YTD | +35.7% | +14.1% | +21.5% | +27.8% |
| 1Y | +34.0% | +5.6% | +28.4% | +29.6% |
| 3Y | +41.4% | +27.9% | +13.5% | +26.2% |
| 5Y | +34.0% | +22.7% | +11.3% | +19.7% |
| 10Y | +242.4% | +113.9% | +128.4% | +109.8% |
| All | +233.0% | +656.7% | -423.6% | +25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling