+239.3%
EQIX vs TECH
+189.8%
+49.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -1.6% | -0.5% | -1.1% | -1.5% |
| 30D | -0.4% | 0.0% | -0.4% | -0.4% |
| 3M | -0.9% | +37.4% | -38.4% | -9.2% |
| 6M | +8.1% | +36.9% | -28.7% | -2.4% |
| YTD | +35.7% | +23.1% | +12.6% | +25.1% |
| 1Y | +34.0% | +42.2% | -8.3% | +17.3% |
| 3Y | +41.4% | +1.9% | +39.5% | +31.5% |
| 5Y | +34.0% | -42.9% | +76.9% | +48.0% |
| All | +239.3% | +189.8% | +49.6% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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