+34.0%
EQIX vs UL
+18.7%
+15.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.5% | -1.5% |
| 7D | -1.6% | -4.1% | +2.4% | -0.6% |
| 30D | -0.4% | -1.2% | +0.8% | -0.1% |
| 3M | -0.9% | +6.0% | -6.9% | -2.9% |
| 6M | +8.1% | -5.5% | +13.6% | +9.5% |
| YTD | +35.7% | -3.3% | +39.0% | +36.3% |
| 1Y | +34.0% | -9.8% | +43.8% | +37.4% |
| 3Y | +41.4% | +20.1% | +21.3% | +31.1% |
| 5Y | +34.0% | +19.2% | +14.8% | +18.4% |
| All | +34.0% | +18.7% | +15.3% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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