+411.8%
GE vs EQIX
+50.1%
+361.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.9% |
| 7D | +2.7% | +4.1% | -1.4% | +1.3% |
| 30D | +8.1% | +5.8% | +2.3% | +6.0% |
| 3M | -7.9% | -1.4% | -6.5% | -7.6% |
| 6M | +12.9% | -1.2% | +14.1% | +12.9% |
| YTD | +8.2% | +39.6% | -31.5% | -4.3% |
| 1Y | +9.7% | +36.8% | -27.2% | -2.3% |
| 3Y | +266.1% | +47.3% | +218.9% | +214.0% |
| All | +411.8% | +50.1% | +361.7% | +305.2% |
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