+243.0%
EQIX vs URI
+5,414.9%
-5,171.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.9% | -2.8% | +2.5% |
| 7D | +6.1% | -4.0% | +10.1% | +7.1% |
| 30D | +2.8% | +6.8% | -4.0% | +1.1% |
| 3M | +1.6% | -2.8% | +4.4% | +2.0% |
| 6M | -0.7% | +20.9% | -21.5% | -5.7% |
| YTD | +39.7% | +40.2% | -0.5% | +26.1% |
| 1Y | +30.6% | +34.1% | -3.5% | +19.1% |
| 3Y | +48.4% | +164.1% | -115.7% | +12.0% |
| 5Y | +46.0% | +199.3% | -153.3% | +4.5% |
| 10Y | +267.7% | +1,218.8% | -951.2% | +60.5% |
| All | +243.0% | +5,414.9% | -5,171.9% | -36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling