+42.2%
EQIX vs URI
+166.6%
-124.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.3% |
| 7D | -0.1% | -9.8% | +9.7% | +2.3% |
| 30D | -1.8% | +1.7% | -3.6% | -2.4% |
| 3M | -3.4% | -9.1% | +5.7% | -1.4% |
| 6M | -6.0% | +9.9% | -15.9% | -8.8% |
| YTD | +34.2% | +31.2% | +3.0% | +22.4% |
| 1Y | +26.2% | +25.9% | +0.3% | +16.4% |
| 3Y | +41.7% | +147.4% | -105.7% | +1.9% |
| All | +42.2% | +166.6% | -124.4% | -9.7% |
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