+40.8%
EQIX vs XYL
+15.2%
+25.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | -1.6% | -1.2% | -0.4% | -1.3% |
| 30D | -0.4% | -13.2% | +12.8% | +3.8% |
| 3M | -0.9% | -0.2% | -0.8% | -1.6% |
| 6M | +8.1% | -12.5% | +20.6% | +11.8% |
| YTD | +35.7% | -20.9% | +56.6% | +44.6% |
| 1Y | +34.0% | -21.6% | +55.5% | +43.0% |
| All | +40.8% | +15.2% | +25.6% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling