+29.7%
EQIX vs WEC
+9.7%
+20.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.3% | +1.6% | +3.3% |
| 7D | +4.6% | +6.9% | -2.3% | +2.7% |
| 30D | +3.0% | +16.6% | -13.6% | -1.7% |
| 3M | +0.7% | +9.1% | -8.3% | -1.8% |
| 6M | -1.7% | +3.2% | -4.9% | -2.6% |
| YTD | +39.7% | +14.9% | +24.8% | +34.4% |
| 1Y | +29.7% | +9.2% | +20.5% | +27.7% |
| All | +29.7% | +9.7% | +20.1% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling