+40.0%
ICE vs EQIX
+33.7%
+6.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.1% |
| 7D | -5.3% | -1.6% | -3.7% | -4.9% |
| 30D | +3.0% | -0.4% | +3.4% | +3.0% |
| 3M | +11.4% | -0.9% | +12.4% | +11.3% |
| 6M | -2.0% | +8.1% | -10.2% | -5.0% |
| YTD | -3.1% | +35.7% | -38.8% | -13.3% |
| 1Y | -8.4% | +34.0% | -42.3% | -17.9% |
| 3Y | +40.7% | +41.4% | -0.7% | +20.2% |
| 5Y | +40.0% | +34.0% | +5.9% | +14.3% |
| All | +40.0% | +33.7% | +6.2% | +14.3% |
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 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