+10,502.7%
EQIX vs TRI
+507.2%
+9,995.5%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.0% | +1.1% |
| 7D | +2.3% | -8.4% | +10.7% | +6.4% |
| 30D | +0.4% | -6.5% | +6.9% | +2.9% |
| 3M | -1.1% | +18.6% | -19.7% | -12.3% |
| 6M | +11.5% | -10.4% | +21.9% | +11.5% |
| YTD | +38.2% | -23.7% | +61.9% | +47.1% |
| 1Y | +36.7% | -42.5% | +79.1% | +69.9% |
| 3Y | +44.1% | -19.3% | +63.4% | +43.2% |
| 5Y | +34.8% | -9.7% | +44.5% | +24.6% |
| 10Y | +248.8% | +194.4% | +54.3% | +57.1% |
| All | +10,502.7% | +507.2% | +9,995.5% | +2,462.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling