+45.9%
EQIX vs TECH
-41.0%
+86.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.8% |
| 7D | +4.1% | +0.1% | +3.9% | +4.0% |
| 30D | +5.8% | +0.5% | +5.3% | +5.7% |
| 3M | -1.4% | +1.1% | -2.5% | -1.6% |
| 6M | -1.2% | +62.8% | -64.1% | -11.7% |
| YTD | +39.6% | +24.5% | +15.2% | +30.2% |
| 1Y | +36.8% | +20.6% | +16.2% | +28.4% |
| 3Y | +47.3% | +29.5% | +17.8% | +26.4% |
| All | +45.9% | -41.0% | +86.9% | +65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling