+36.5%
EQIX vs TRMB
-39.0%
+75.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +1.0% |
| 7D | +2.3% | -2.9% | +5.2% | +3.3% |
| 30D | +0.4% | -1.8% | +2.2% | +0.9% |
| 3M | -1.1% | +8.4% | -9.5% | -4.5% |
| 6M | +11.5% | -18.5% | +30.0% | +18.6% |
| YTD | +38.2% | -26.7% | +65.0% | +52.5% |
| 1Y | +36.7% | -28.3% | +65.0% | +51.5% |
| 3Y | +44.1% | +12.6% | +31.5% | +28.8% |
| All | +36.5% | -39.0% | +75.5% | +52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling