+36.5%
EQIX vs TRI
-10.0%
+46.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | +1.0% |
| 7D | +0.2% | -7.9% | +8.1% | +1.7% |
| 30D | -2.5% | -4.5% | +2.0% | -1.9% |
| 3M | 0.0% | +22.1% | -22.1% | -6.3% |
| 6M | +7.6% | -2.8% | +10.4% | +6.8% |
| YTD | +37.5% | -23.4% | +60.9% | +51.0% |
| 1Y | +32.9% | -41.5% | +74.4% | +66.7% |
| 3Y | +42.8% | -19.2% | +62.0% | +38.6% |
| All | +36.5% | -10.0% | +46.6% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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