+37.8%
EQIX vs Z
-58.8%
+96.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.7% | -0.5% |
| 7D | -0.8% | -3.0% | +2.2% | -0.9% |
| 30D | -1.4% | -4.2% | +2.7% | -1.5% |
| 3M | -4.4% | -3.7% | -0.7% | -4.3% |
| 6M | +7.9% | -24.5% | +32.5% | +8.1% |
| YTD | +37.3% | -49.3% | +86.6% | +40.8% |
| 1Y | +37.8% | -58.7% | +96.5% | +41.7% |
| All | +37.8% | -58.8% | +96.6% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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