+244.0%
EQIX vs TRU
+147.2%
+96.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.1% |
| 7D | +0.2% | -2.7% | +2.9% | +0.9% |
| 30D | -2.5% | -2.0% | -0.4% | -2.1% |
| 3M | 0.0% | +18.4% | -18.5% | -5.8% |
| 6M | +7.6% | +8.9% | -1.2% | +3.4% |
| YTD | +37.5% | -8.9% | +46.4% | +38.3% |
| 1Y | +32.9% | -15.9% | +48.8% | +36.3% |
| 3Y | +42.8% | -1.1% | +43.8% | +32.3% |
| 5Y | +35.8% | -35.2% | +71.0% | +41.9% |
| All | +244.0% | +147.2% | +96.8% | +135.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling