+3,222.8%
EQIX vs WPM
+5,972.6%
-2,749.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +1.3% | +7.0% | -5.7% | +0.1% |
| 30D | +0.3% | +15.7% | -15.4% | -2.5% |
| 3M | -1.6% | +35.2% | -36.8% | -7.2% |
| 6M | +12.2% | +6.1% | +6.1% | +9.8% |
| YTD | +38.0% | +32.6% | +5.4% | +28.6% |
| 1Y | +38.9% | +46.9% | -8.0% | +26.5% |
| 3Y | +43.8% | +276.3% | -232.5% | +8.4% |
| 5Y | +30.4% | +260.0% | -229.6% | -2.3% |
| 10Y | +238.6% | +508.5% | -269.9% | +118.7% |
| All | +3,222.8% | +5,972.6% | -2,749.8% | +1,111.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling