+244.0%
EQIX vs TRMB
+121.9%
+122.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | -0.1% | +1.0% |
| 7D | +0.2% | -3.0% | +3.2% | +1.0% |
| 30D | -2.5% | +2.3% | -4.8% | -3.2% |
| 3M | 0.0% | +15.3% | -15.4% | -4.5% |
| 6M | +7.6% | -14.7% | +22.3% | +11.6% |
| YTD | +37.5% | -26.4% | +63.9% | +48.4% |
| 1Y | +32.9% | -30.4% | +63.3% | +45.5% |
| 3Y | +42.8% | +13.5% | +29.2% | +32.5% |
| 5Y | +35.8% | -38.6% | +74.4% | +45.3% |
| All | +244.0% | +121.9% | +122.1% | +151.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling