+34.8%
EQIX vs WAT
-4.9%
+39.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | +2.3% | -1.8% | +4.1% | +2.8% |
| 30D | +0.4% | -1.7% | +2.1% | +0.8% |
| 3M | -1.1% | +9.1% | -10.2% | -3.4% |
| 6M | +11.5% | +32.4% | -21.0% | +2.9% |
| YTD | +38.2% | +6.6% | +31.6% | +34.6% |
| 1Y | +36.7% | +34.7% | +2.0% | +23.5% |
| 3Y | +44.1% | +53.6% | -9.5% | +15.8% |
| 5Y | +34.8% | -4.1% | +38.9% | +20.4% |
| All | +34.8% | -4.9% | +39.7% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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