+45.9%
EQIX vs WCC
+139.9%
-94.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.4% |
| 7D | +4.1% | +9.9% | -5.9% | +1.9% |
| 30D | +5.8% | -8.4% | +14.3% | +7.5% |
| 3M | -1.4% | -10.3% | +8.9% | +0.4% |
| 6M | -1.2% | -10.5% | +9.3% | +0.2% |
| YTD | +39.6% | +32.2% | +7.5% | +29.4% |
| 1Y | +36.8% | +25.5% | +11.3% | +28.1% |
| 3Y | +47.3% | +134.7% | -87.4% | +14.9% |
| All | +45.9% | +139.9% | -94.0% | +8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling