+34.8%
EQIX vs TECH
-42.1%
+77.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +2.3% | -0.1% | +2.4% | +2.4% |
| 30D | +0.4% | +0.3% | +0.2% | +0.4% |
| 3M | -1.1% | +32.9% | -34.0% | -7.5% |
| 6M | +11.5% | +32.1% | -20.6% | +3.1% |
| YTD | +38.2% | +23.4% | +14.8% | +29.1% |
| 1Y | +36.7% | +34.1% | +2.6% | +23.6% |
| 3Y | +44.1% | +2.2% | +41.9% | +36.3% |
| 5Y | +34.8% | -41.8% | +76.7% | +50.1% |
| All | +34.8% | -42.1% | +77.0% | +50.1% |
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