+52.8%
EQIX vs WEC
+55.1%
-2.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +7.6% | -0.7% | +8.3% | +7.9% |
| 30D | +5.2% | +11.0% | -5.7% | -0.3% |
| 3M | +0.8% | +8.6% | -7.8% | -3.5% |
| 6M | +0.2% | +6.2% | -5.9% | -3.1% |
| YTD | +42.2% | +14.3% | +27.9% | +31.7% |
| 1Y | +34.7% | +8.4% | +26.4% | +28.4% |
| 3Y | +49.0% | +62.9% | -13.9% | +9.6% |
| 5Y | +52.8% | +55.8% | -3.0% | +19.7% |
| All | +52.8% | +55.1% | -2.2% | +19.7% |
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