+49.3%
EQIX vs Z
-19.0%
+68.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.5% |
| 7D | +1.3% | -13.1% | +14.4% | +3.0% |
| 30D | +3.4% | +5.9% | -2.4% | +2.4% |
| 3M | +3.9% | -13.7% | +17.6% | +5.3% |
| 6M | -0.7% | -27.1% | +26.4% | +2.8% |
| YTD | +41.5% | -56.8% | +98.3% | +59.1% |
| 1Y | +32.9% | -60.2% | +93.1% | +51.5% |
| All | +49.3% | -19.0% | +68.3% | +41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling