+32.9%
EQIX vs XYL
-21.4%
+54.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | +0.2% | +1.2% | -1.0% | 0.0% |
| 30D | -2.5% | -11.9% | +9.5% | -0.8% |
| 3M | 0.0% | -1.5% | +1.5% | -0.6% |
| 6M | +7.6% | -11.9% | +19.5% | +8.8% |
| YTD | +37.5% | -20.6% | +58.1% | +41.3% |
| 1Y | +32.9% | -23.5% | +56.4% | +35.5% |
| All | +32.9% | -21.4% | +54.3% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 1y: compounded portfolio wealth divided by compounded XYL 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…
1y analysis · Full analysis span regression · 6 months rolling