+124.0%
EW vs EQIX
+242.1%
-118.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.4% |
| 7D | -3.4% | -1.6% | -1.7% | -2.7% |
| 30D | -7.4% | -0.4% | -7.0% | -7.4% |
| 3M | +0.9% | -0.9% | +1.8% | +0.6% |
| 6M | +1.2% | +8.1% | -7.0% | -3.0% |
| YTD | +1.8% | +35.7% | -33.9% | -12.0% |
| 1Y | +10.8% | +34.0% | -23.1% | -4.0% |
| 3Y | +17.1% | +41.4% | -24.3% | -3.6% |
| 5Y | -28.2% | +34.0% | -62.2% | -40.6% |
| All | +124.0% | +242.1% | -118.1% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 10y: compounded portfolio wealth divided by compounded EQIX 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…
10y analysis · Full analysis span regression · 6 months rolling