+67.6%
EWZ vs EQIX
+30.6%
+37.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | +5.6% | +1.3% | +4.3% | +5.2% |
| 30D | +9.3% | +0.3% | +8.9% | +9.1% |
| 3M | +15.7% | -1.6% | +17.3% | +15.9% |
| 6M | +7.4% | +12.2% | -4.7% | +4.4% |
| YTD | +22.7% | +38.0% | -15.3% | +13.3% |
| 1Y | +36.4% | +38.9% | -2.5% | +25.5% |
| 3Y | +50.4% | +43.8% | +6.6% | +35.0% |
| 5Y | +67.6% | +30.4% | +37.3% | +46.8% |
| All | +67.6% | +30.6% | +37.0% | +46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling