+31,673.4%
FIX vs EQIX
+239.1%
+31,434.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.5% | +3.9% | +5.2% |
| 7D | -17.5% | -0.1% | -17.4% | -17.4% |
| 30D | -41.6% | -1.8% | -39.7% | -41.4% |
| 3M | -40.6% | -3.4% | -37.2% | -40.3% |
| 6M | -49.4% | -6.0% | -43.4% | -48.9% |
| YTD | +9.2% | +34.2% | -25.0% | +5.3% |
| 1Y | +6.5% | +26.2% | -19.8% | +3.5% |
| 3Y | +448.7% | +41.7% | +407.1% | +427.2% |
| 5Y | +948.7% | +43.1% | +905.6% | +902.8% |
| 10Y | +3,659.7% | +260.8% | +3,398.9% | +3,144.0% |
| All | +31,673.4% | +239.1% | +31,434.3% | +20,433.3% |
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