+446.9%
FISV vs EQIX
+249.3%
+197.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.4% |
| 7D | -6.4% | +2.3% | -8.7% | -6.6% |
| 30D | -6.8% | +0.4% | -7.3% | -6.9% |
| 3M | -10.0% | -1.1% | -8.8% | -10.0% |
| 6M | -20.6% | +11.5% | -32.1% | -21.7% |
| YTD | -27.6% | +38.2% | -65.8% | -30.2% |
| 1Y | -64.3% | +36.7% | -101.0% | -65.5% |
| 3Y | -60.0% | +44.1% | -104.1% | -61.7% |
| 5Y | -57.7% | +34.8% | -92.5% | -59.4% |
| 10Y | -3.0% | +248.8% | -251.8% | -14.6% |
| All | +446.9% | +249.3% | +197.6% | +299.7% |
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