+239.3%
EQIX vs WWD
+490.2%
-250.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.4% | -1.6% |
| 7D | -1.6% | -2.9% | +1.2% | -1.1% |
| 30D | -0.4% | -6.6% | +6.2% | +1.0% |
| 3M | -0.9% | -9.3% | +8.4% | +0.7% |
| 6M | +8.1% | -13.6% | +21.7% | +10.6% |
| YTD | +35.7% | +10.4% | +25.3% | +31.4% |
| 1Y | +34.0% | +39.9% | -5.9% | +22.9% |
| 3Y | +41.4% | +165.0% | -123.6% | +11.9% |
| 5Y | +34.0% | +183.8% | -149.8% | +2.8% |
| All | +239.3% | +490.2% | -250.9% | +119.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling