+92.6%
EWZ vs EQIX
+240.6%
-148.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -0.1% | +2.3% | -2.4% | -0.9% |
| 30D | +8.2% | +0.4% | +7.7% | +7.9% |
| 3M | +13.3% | -1.1% | +14.4% | +13.3% |
| 6M | +3.6% | +11.5% | -7.9% | -0.7% |
| YTD | +21.0% | +38.2% | -17.2% | +6.9% |
| 1Y | +34.7% | +36.7% | -2.0% | +19.2% |
| 3Y | +48.3% | +44.1% | +4.2% | +25.3% |
| 5Y | +60.1% | +34.8% | +25.2% | +35.9% |
| 10Y | +92.6% | +248.8% | -156.2% | -2.3% |
| All | +92.6% | +240.6% | -148.1% | -2.3% |
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