+574.0%
EXC vs EQIX
+246.9%
+327.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | +0.3% | -0.8% | +1.1% | +0.3% |
| 30D | -3.7% | -1.4% | -2.3% | -3.6% |
| 3M | -1.3% | -4.4% | +3.1% | -1.0% |
| 6M | -9.7% | +7.9% | -17.7% | -10.3% |
| YTD | +2.9% | +37.3% | -34.4% | +0.4% |
| 1Y | +4.4% | +37.8% | -33.4% | +1.8% |
| 3Y | +22.2% | +42.0% | -19.8% | +18.6% |
| 5Y | +46.7% | +29.6% | +17.1% | +42.7% |
| 10Y | +155.3% | +238.3% | -83.0% | +134.9% |
| All | +574.0% | +246.9% | +327.1% | +468.8% |
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 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