+374.9%
EQIX vs Z
+25.1%
+349.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.7% | -0.1% |
| 7D | -0.8% | -3.0% | +2.2% | -0.4% |
| 30D | -1.4% | -4.2% | +2.7% | -1.1% |
| 3M | -4.4% | -3.7% | -0.7% | -4.4% |
| 6M | +7.9% | -24.5% | +32.5% | +11.7% |
| YTD | +37.3% | -49.3% | +86.6% | +50.6% |
| 1Y | +37.8% | -58.7% | +96.5% | +55.6% |
| 3Y | +42.0% | -34.1% | +76.1% | +44.7% |
| 5Y | +29.6% | -64.5% | +94.2% | +36.6% |
| 10Y | +238.3% | -0.5% | +238.8% | +184.4% |
| All | +374.9% | +25.1% | +349.9% | +263.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling