+237.0%
EQIX vs TECH
+703.7%
-466.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -1.4% | +0.7% | -2.2% | -1.7% |
| 3M | -4.4% | +36.3% | -40.8% | -13.8% |
| 6M | +7.9% | +25.6% | -17.6% | -2.0% |
| YTD | +37.3% | +23.7% | +13.6% | +24.2% |
| 1Y | +37.8% | +37.6% | +0.2% | +19.4% |
| 3Y | +42.0% | -6.6% | +48.6% | +33.3% |
| 5Y | +29.6% | -42.2% | +71.9% | +39.8% |
| 10Y | +238.3% | +187.6% | +50.8% | +103.7% |
| All | +237.0% | +703.7% | -466.7% | +41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling