+88.3%
EXPE vs EQIX
+31.3%
+57.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -11.5% | +2.3% | -13.8% | -12.4% |
| 30D | -13.1% | +0.4% | -13.5% | -13.4% |
| 3M | +18.1% | -1.1% | +19.3% | +17.9% |
| 6M | +13.3% | +11.5% | +1.8% | +7.0% |
| YTD | -3.2% | +38.2% | -41.4% | -18.0% |
| 1Y | +26.1% | +36.7% | -10.5% | +7.3% |
| 3Y | +151.7% | +44.1% | +107.6% | +104.6% |
| 5Y | +88.3% | +34.8% | +53.5% | +44.2% |
| All | +88.3% | +31.3% | +57.1% | +44.2% |
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