+248.8%
EQIX vs URI
+1,196.9%
-948.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | 0.0% |
| 7D | +2.3% | +5.0% | -2.7% | +1.5% |
| 30D | +0.4% | -9.4% | +9.9% | +2.1% |
| 3M | -1.1% | -5.8% | +4.7% | -0.4% |
| 6M | +11.5% | +25.8% | -14.4% | +6.2% |
| YTD | +38.2% | +27.9% | +10.3% | +30.7% |
| 1Y | +36.7% | +9.7% | +27.0% | +32.6% |
| 3Y | +44.1% | +128.0% | -83.9% | +21.1% |
| 5Y | +34.8% | +212.4% | -177.6% | +5.9% |
| 10Y | +248.8% | +1,271.8% | -1,023.0% | +122.4% |
| All | +248.8% | +1,196.9% | -948.1% | +122.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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