+5,630.6%
EW vs EQIX
+252.9%
+5,377.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.0% | +1.4% |
| 7D | +4.9% | +4.1% | +0.8% | +4.6% |
| 30D | +23.9% | +5.8% | +18.1% | +23.4% |
| 3M | +15.8% | -1.4% | +17.2% | +15.8% |
| 6M | +31.7% | -1.2% | +32.9% | +31.6% |
| YTD | +25.7% | +39.6% | -14.0% | +22.5% |
| 1Y | +24.4% | +36.8% | -12.4% | +21.5% |
| 3Y | +65.9% | +47.3% | +18.6% | +60.8% |
| 5Y | -7.6% | +50.1% | -57.8% | -10.7% |
| 10Y | +253.2% | +293.3% | -40.1% | +226.5% |
| All | +5,630.6% | +252.9% | +5,377.7% | +5,305.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling