+47.3%
EQIX vs WAB
+168.8%
-121.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -1.5% |
| 7D | +4.1% | +5.1% | -1.0% | +2.2% |
| 30D | +5.8% | +4.0% | +1.8% | +4.4% |
| 3M | -1.4% | +0.1% | -1.5% | -1.5% |
| 6M | -1.2% | +12.8% | -14.0% | -5.6% |
| YTD | +39.6% | +40.1% | -0.4% | +22.8% |
| 1Y | +36.8% | +46.4% | -9.5% | +18.3% |
| 3Y | +47.3% | +167.4% | -120.1% | -6.8% |
| All | +47.3% | +168.8% | -121.6% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 3y: compounded portfolio wealth divided by compounded WAB 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…
3y analysis · Full analysis span regression · 6 months rolling