+45.9%
EQIX vs URA
+25.6%
+20.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.4% |
| 7D | +4.1% | -1.5% | +5.6% | +4.4% |
| 30D | +5.8% | -10.4% | +16.2% | +8.1% |
| 3M | -1.4% | -29.6% | +28.2% | +5.4% |
| 6M | -1.2% | -40.3% | +39.0% | +8.3% |
| YTD | +39.6% | -25.5% | +65.1% | +44.0% |
| 1Y | +36.8% | -26.4% | +63.3% | +41.1% |
| 3Y | +47.3% | +31.4% | +15.8% | +25.9% |
| All | +45.9% | +25.6% | +20.3% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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