+859.8%
IAU vs EQIX
+3,303.0%
-2,443.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.7% |
| 7D | +0.7% | +1.3% | -0.6% | +0.7% |
| 30D | +0.3% | +0.3% | 0.0% | +0.3% |
| 3M | +0.7% | -1.6% | +2.3% | +0.7% |
| 6M | -15.5% | +12.2% | -27.7% | -15.9% |
| YTD | +1.0% | +38.0% | -37.0% | -0.5% |
| 1Y | +19.6% | +38.9% | -19.4% | +17.8% |
| 3Y | +125.4% | +43.8% | +81.6% | +121.2% |
| 5Y | +140.7% | +30.4% | +110.4% | +136.2% |
| 10Y | +218.1% | +238.6% | -20.5% | +201.5% |
| All | +859.8% | +3,303.0% | -2,443.2% | +691.4% |
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