+34.0%
EQIX vs WPM
+252.7%
-218.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.8% | -1.2% |
| 7D | -1.6% | -3.6% | +2.0% | -1.0% |
| 30D | -0.4% | +12.5% | -12.8% | -2.6% |
| 3M | -0.9% | +40.6% | -41.5% | -7.2% |
| 6M | +8.1% | +0.5% | +7.6% | +6.9% |
| YTD | +35.7% | +29.0% | +6.6% | +26.1% |
| 1Y | +34.0% | +43.8% | -9.8% | +20.9% |
| 3Y | +41.4% | +266.3% | -224.9% | -1.6% |
| 5Y | +34.0% | +255.1% | -221.1% | -11.4% |
| All | +34.0% | +252.7% | -218.7% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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