+417.1%
EWZ vs EQIX
+246.9%
+170.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +6.5% | -0.8% | +7.3% | +6.6% |
| 30D | +4.8% | -1.4% | +6.3% | +5.0% |
| 3M | +9.9% | -4.4% | +14.3% | +10.5% |
| 6M | +1.9% | +7.9% | -6.0% | +0.7% |
| YTD | +20.3% | +37.3% | -17.0% | +14.6% |
| 1Y | +35.6% | +37.8% | -2.2% | +29.0% |
| 3Y | +43.4% | +42.0% | +1.5% | +35.0% |
| 5Y | +55.9% | +29.6% | +26.3% | +47.3% |
| 10Y | +84.2% | +238.3% | -154.2% | +52.5% |
| All | +417.1% | +246.9% | +170.2% | +222.4% |
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