+83.3%
IEMG vs EQIX
+42.6%
+40.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.1% | +0.9% |
| 7D | -1.3% | +0.2% | -1.5% | -1.3% |
| 30D | +1.9% | -2.5% | +4.4% | +2.5% |
| 3M | +1.4% | 0.0% | +1.5% | +1.2% |
| 6M | +15.2% | +7.6% | +7.5% | +13.1% |
| YTD | +23.8% | +37.5% | -13.7% | +14.9% |
| 1Y | +30.7% | +32.9% | -2.3% | +22.0% |
| 3Y | +83.3% | +42.8% | +40.5% | +68.5% |
| All | +83.3% | +42.6% | +40.7% | +68.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling