+36.8%
EQIX vs URI
+31.9%
+4.9%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.6% |
| 7D | +4.1% | +6.7% | -2.7% | +3.2% |
| 30D | +5.8% | +8.9% | -3.1% | +4.8% |
| 3M | -1.4% | +0.5% | -1.9% | -1.7% |
| 6M | -1.2% | +20.7% | -21.9% | -2.9% |
| YTD | +39.6% | +40.0% | -0.4% | +32.1% |
| 1Y | +36.8% | +34.4% | +2.4% | +30.9% |
| All | +36.8% | +31.9% | +4.9% | +30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling