+4,708.0%
EW vs EQIX
+246.9%
+4,461.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -0.3% | -0.8% | +0.5% | -0.3% |
| 30D | +1.0% | -1.4% | +2.5% | +1.1% |
| 3M | +2.8% | -4.4% | +7.2% | +3.0% |
| 6M | +5.5% | +7.9% | -2.5% | +4.8% |
| YTD | +5.5% | +37.3% | -31.8% | +3.0% |
| 1Y | +11.0% | +37.8% | -26.7% | +8.3% |
| 3Y | +17.7% | +42.0% | -24.3% | +14.4% |
| 5Y | -25.7% | +29.6% | -55.4% | -27.6% |
| 10Y | +132.8% | +238.3% | -105.5% | +116.7% |
| All | +4,708.0% | +246.9% | +4,461.1% | +4,442.5% |
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