+244.0%
EQIX vs WCC
+540.7%
-296.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.6% | -2.2% | +0.8% |
| 7D | +0.2% | +1.4% | -1.2% | -0.1% |
| 30D | -2.5% | -2.3% | -0.2% | -2.2% |
| 3M | 0.0% | +3.7% | -3.7% | -0.9% |
| 6M | +7.6% | +34.8% | -27.1% | +2.2% |
| YTD | +37.5% | +46.1% | -8.6% | +28.6% |
| 1Y | +32.9% | +62.7% | -29.8% | +22.0% |
| 3Y | +42.8% | +133.6% | -90.9% | +21.2% |
| 5Y | +35.8% | +226.1% | -190.2% | +8.6% |
| All | +244.0% | +540.7% | -296.8% | +130.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling