+43.5%
EQIX vs TECH
+1.4%
+42.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +2.3% | -0.1% | +2.4% | +2.3% |
| 30D | +0.4% | +0.3% | +0.2% | +0.4% |
| 3M | -1.1% | +32.9% | -34.0% | -4.3% |
| 6M | +11.5% | +32.1% | -20.6% | +7.3% |
| YTD | +38.2% | +23.4% | +14.8% | +33.6% |
| 1Y | +36.7% | +34.1% | +2.6% | +29.4% |
| All | +43.5% | +1.4% | +42.1% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling