+34.0%
EQIX vs XME
+167.8%
-133.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -0.9% |
| 7D | -1.6% | -3.0% | +1.4% | -0.8% |
| 30D | -0.4% | -2.6% | +2.2% | +0.2% |
| 3M | -0.9% | +2.2% | -3.1% | -1.9% |
| 6M | +8.1% | +0.7% | +7.4% | +6.9% |
| YTD | +35.7% | +10.9% | +24.8% | +29.1% |
| 1Y | +34.0% | +35.7% | -1.7% | +19.1% |
| 3Y | +41.4% | +127.1% | -85.7% | +4.5% |
| 5Y | +34.0% | +168.5% | -134.5% | -2.4% |
| All | +34.0% | +167.8% | -133.8% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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