+37.8%
EQIX vs TRU
-7.3%
+45.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.9% | +5.5% | -0.1% |
| 7D | -0.8% | -6.8% | +6.0% | -0.4% |
| 30D | -1.4% | 0.0% | -1.5% | -1.5% |
| 3M | -4.4% | +13.3% | -17.7% | -5.6% |
| 6M | +7.9% | +3.4% | +4.5% | +7.2% |
| YTD | +37.3% | -6.4% | +43.7% | +37.7% |
| 1Y | +37.8% | -9.7% | +47.5% | +37.6% |
| All | +37.8% | -7.3% | +45.1% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling