+427.2%
EQIX vs TRU
+226.0%
+201.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | +2.3% | -6.5% | +8.8% | +4.2% |
| 30D | +0.4% | -2.5% | +2.9% | +1.0% |
| 3M | -1.1% | +10.4% | -11.5% | -4.8% |
| 6M | +11.5% | +1.6% | +9.8% | +9.3% |
| YTD | +38.2% | -9.7% | +47.9% | +39.4% |
| 1Y | +36.7% | -17.3% | +53.9% | +40.8% |
| 3Y | +44.1% | -1.8% | +45.9% | +33.9% |
| 5Y | +34.8% | -36.2% | +71.1% | +41.1% |
| 10Y | +248.8% | +143.2% | +105.6% | +139.0% |
| All | +427.2% | +226.0% | +201.2% | +243.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling