+5,993.3%
FIX vs EQIX
+234.9%
+5,758.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.1% |
| 7D | +6.1% | +1.3% | +4.7% | +5.4% |
| 30D | -2.7% | +0.3% | -3.0% | -2.8% |
| 3M | -10.9% | -1.6% | -9.4% | -10.4% |
| 6M | +29.0% | +12.2% | +16.8% | +22.8% |
| YTD | +76.9% | +38.0% | +38.9% | +52.9% |
| 1Y | +130.7% | +38.9% | +91.8% | +98.6% |
| 3Y | +790.7% | +43.8% | +746.8% | +659.8% |
| 5Y | +2,185.6% | +30.4% | +2,155.2% | +1,869.9% |
| 10Y | +5,993.3% | +238.6% | +5,754.7% | +3,737.1% |
| All | +5,993.3% | +234.9% | +5,758.4% | +3,737.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling