-53.1%
FISV vs EQIX
+34.9%
-88.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.1% | +5.0% |
| 7D | -2.7% | +0.2% | -2.8% | -2.7% |
| 30D | 0.0% | -2.5% | +2.5% | +0.7% |
| 3M | -2.8% | 0.0% | -2.7% | -3.3% |
| 6M | -11.8% | +7.6% | -19.5% | -14.4% |
| YTD | -23.2% | +37.5% | -60.7% | -31.8% |
| 1Y | -62.0% | +32.9% | -94.9% | -65.7% |
| 3Y | -57.6% | +42.8% | -100.4% | -63.3% |
| All | -53.1% | +34.9% | -88.0% | -61.2% |
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