+34.0%
EQIX vs XYL
-15.8%
+49.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.4% |
| 7D | -1.6% | -1.2% | -0.4% | -1.2% |
| 30D | -0.4% | -13.2% | +12.8% | +5.4% |
| 3M | -0.9% | -0.2% | -0.8% | -1.6% |
| 6M | +8.1% | -12.5% | +20.6% | +13.2% |
| YTD | +35.7% | -20.9% | +56.6% | +47.6% |
| 1Y | +34.0% | -21.6% | +55.5% | +46.1% |
| 3Y | +41.4% | +16.1% | +25.3% | +23.5% |
| 5Y | +34.0% | -15.6% | +49.6% | +16.3% |
| All | +34.0% | -15.8% | +49.8% | +16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling