+34.8%
EQIX vs WWD
+191.3%
-156.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +2.3% | +0.6% | +1.7% | +2.2% |
| 30D | +0.4% | -5.1% | +5.5% | +1.7% |
| 3M | -1.1% | -11.2% | +10.1% | +1.4% |
| 6M | +11.5% | -12.0% | +23.5% | +14.0% |
| YTD | +38.2% | +12.0% | +26.2% | +31.6% |
| 1Y | +36.7% | +42.8% | -6.1% | +20.4% |
| 3Y | +44.1% | +168.9% | -124.9% | +0.9% |
| 5Y | +34.8% | +192.2% | -157.4% | -14.3% |
| All | +34.8% | +191.3% | -156.5% | -14.3% |
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