+34.0%
EQIX vs WCC
+211.6%
-177.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.2% |
| 7D | -1.6% | +1.7% | -3.3% | -2.0% |
| 30D | -0.4% | -6.1% | +5.7% | +0.8% |
| 3M | -0.9% | +3.1% | -4.0% | -2.0% |
| 6M | +8.1% | +28.2% | -20.1% | +1.8% |
| YTD | +35.7% | +41.1% | -5.4% | +24.6% |
| 1Y | +34.0% | +61.3% | -27.3% | +19.2% |
| 3Y | +41.4% | +123.6% | -82.2% | +12.3% |
| 5Y | +34.0% | +214.8% | -180.8% | -3.5% |
| All | +34.0% | +211.6% | -177.6% | -3.5% |
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