+29.8%
EQIX vs URI
+200.7%
-170.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.8% |
| 7D | -0.8% | -2.0% | +1.2% | -0.4% |
| 30D | -1.4% | -12.9% | +11.5% | +1.8% |
| 3M | -4.4% | -6.7% | +2.3% | -3.2% |
| 6M | +7.9% | +19.0% | -11.0% | +2.1% |
| YTD | +37.3% | +25.5% | +11.7% | +26.9% |
| 1Y | +37.8% | +5.5% | +32.3% | +33.3% |
| 3Y | +42.0% | +111.3% | -69.3% | +7.8% |
| All | +29.8% | +200.7% | -170.9% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling