+34.8%
EQIX vs Z
-65.8%
+100.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +2.3% | -7.1% | +9.4% | +3.6% |
| 30D | +0.4% | -4.8% | +5.2% | +1.0% |
| 3M | -1.1% | -9.3% | +8.2% | -0.1% |
| 6M | +11.5% | -29.0% | +40.4% | +17.3% |
| YTD | +38.2% | -52.9% | +91.1% | +56.7% |
| 1Y | +36.7% | -63.1% | +99.8% | +62.3% |
| 3Y | +44.1% | -36.9% | +80.9% | +47.1% |
| 5Y | +34.8% | -65.5% | +100.3% | +31.5% |
| All | +34.8% | -65.8% | +100.6% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling