+36.5%
EQIX vs ZCMD
-100.0%
+136.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -7.1% | +8.4% | +1.4% |
| 7D | +0.2% | -5.4% | +5.6% | +0.2% |
| 30D | -2.5% | -24.8% | +22.3% | -2.4% |
| 3M | 0.0% | -62.8% | +62.7% | -0.2% |
| 6M | +7.6% | -99.5% | +107.2% | +9.0% |
| YTD | +37.5% | -99.8% | +137.3% | +39.7% |
| 1Y | +32.9% | -99.9% | +132.8% | +35.5% |
| 3Y | +42.8% | -100.0% | +142.7% | +48.3% |
| All | +36.5% | -100.0% | +136.5% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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