+40.8%
EQIX vs TRU
-2.2%
+43.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -1.6% | -9.4% | +7.8% | -0.1% |
| 30D | -0.4% | -4.1% | +3.8% | +0.2% |
| 3M | -0.9% | +13.6% | -14.5% | -3.6% |
| 6M | +8.1% | +3.6% | +4.6% | +6.6% |
| YTD | +35.7% | -9.8% | +45.5% | +36.7% |
| 1Y | +34.0% | -13.6% | +47.6% | +35.7% |
| All | +40.8% | -2.2% | +43.1% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling