+45.9%
EQIX vs WWD
+187.3%
-141.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | +4.1% | +4.0% | +0.1% | +3.0% |
| 30D | +5.8% | +0.4% | +5.4% | +5.6% |
| 3M | -1.4% | -7.9% | +6.5% | +0.5% |
| 6M | -1.2% | -10.6% | +9.4% | +0.9% |
| YTD | +39.6% | +9.4% | +30.2% | +33.4% |
| 1Y | +36.8% | +25.7% | +11.1% | +24.9% |
| 3Y | +47.3% | +148.5% | -101.3% | +4.0% |
| All | +45.9% | +187.3% | -141.4% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling