+126.0%
GE vs EQIX
+252.9%
-126.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.5% |
| 7D | +2.7% | +4.1% | -1.4% | +2.2% |
| 30D | +8.1% | +5.8% | +2.3% | +7.4% |
| 3M | -7.9% | -1.4% | -6.5% | -7.7% |
| 6M | +12.9% | -1.2% | +14.1% | +13.0% |
| YTD | +8.2% | +39.6% | -31.5% | +4.2% |
| 1Y | +9.7% | +36.8% | -27.2% | +5.9% |
| 3Y | +266.1% | +47.3% | +218.9% | +249.8% |
| 5Y | +407.4% | +50.1% | +357.2% | +381.7% |
| 10Y | +150.3% | +293.3% | -143.0% | +114.9% |
| All | +126.0% | +252.9% | -126.9% | +54.1% |
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