+36.5%
EQIX vs TROW
-39.3%
+75.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.5% | +1.8% |
| 7D | +0.2% | -3.2% | +3.3% | +1.4% |
| 30D | -2.5% | -4.6% | +2.1% | -0.7% |
| 3M | 0.0% | -0.7% | +0.6% | -0.2% |
| 6M | +7.6% | +22.2% | -14.6% | -1.1% |
| YTD | +37.5% | +6.6% | +30.9% | +32.7% |
| 1Y | +32.9% | +5.8% | +27.1% | +28.4% |
| 3Y | +42.8% | +11.6% | +31.1% | +31.2% |
| All | +36.5% | -39.3% | +75.9% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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