+33.5%
EXC vs EQIX
+47.7%
-14.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.1% | +1.7% |
| 7D | +1.4% | +4.1% | -2.7% | +0.6% |
| 30D | +8.6% | +5.8% | +2.8% | +7.2% |
| 3M | +2.4% | -1.4% | +3.8% | +2.5% |
| 6M | +6.5% | -1.2% | +7.7% | +6.4% |
| YTD | +9.0% | +39.6% | -30.6% | +1.2% |
| 1Y | +4.6% | +36.8% | -32.3% | -2.6% |
| 3Y | +33.5% | +47.3% | -13.8% | +19.3% |
| All | +33.5% | +47.7% | -14.2% | +19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling