+34.8%
EQIX vs WEC
+30.7%
+4.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.6% |
| 7D | +2.3% | +0.4% | +1.9% | +2.1% |
| 30D | +0.4% | +0.9% | -0.5% | 0.0% |
| 3M | -1.1% | -5.3% | +4.2% | +1.6% |
| 6M | +11.5% | -6.6% | +18.0% | +15.0% |
| YTD | +38.2% | +3.3% | +35.0% | +35.1% |
| 1Y | +36.7% | +2.1% | +34.6% | +34.2% |
| 3Y | +44.1% | +39.6% | +4.5% | +16.2% |
| 5Y | +34.8% | +31.2% | +3.7% | +12.7% |
| All | +34.8% | +30.7% | +4.2% | +12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling