+614.3%
EXC vs EQIX
+252.9%
+361.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.1% | +1.5% |
| 7D | +1.4% | +4.1% | -2.7% | +1.1% |
| 30D | +8.6% | +5.8% | +2.8% | +8.0% |
| 3M | +2.4% | -1.4% | +3.8% | +2.4% |
| 6M | +6.5% | -1.2% | +7.7% | +6.4% |
| YTD | +9.0% | +39.6% | -30.6% | +6.2% |
| 1Y | +4.6% | +36.8% | -32.3% | +2.0% |
| 3Y | +33.5% | +47.3% | -13.8% | +29.1% |
| 5Y | +41.4% | +50.1% | -8.7% | +36.1% |
| 10Y | +204.3% | +293.3% | -89.0% | +177.6% |
| All | +614.3% | +252.9% | +361.5% | +501.6% |
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