+151.2%
FITB vs EQIX
+248.6%
-97.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | +2.8% | +1.3% | +1.5% | +2.6% |
| 30D | -4.5% | +0.3% | -4.9% | -4.6% |
| 3M | +5.7% | -1.6% | +7.2% | +5.8% |
| 6M | +17.1% | +12.2% | +4.9% | +15.1% |
| YTD | +18.3% | +38.0% | -19.6% | +12.8% |
| 1Y | +23.9% | +38.9% | -15.0% | +17.9% |
| 3Y | +131.1% | +43.8% | +87.3% | +117.8% |
| 5Y | +71.1% | +30.4% | +40.7% | +62.2% |
| 10Y | +283.9% | +238.6% | +45.3% | +217.6% |
| All | +151.2% | +248.6% | -97.5% | +59.1% |
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