+924.8%
IJH vs EQIX
+247.5%
+677.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.6% |
| 7D | -1.9% | +0.2% | -2.0% | -1.9% |
| 30D | -4.6% | -2.5% | -2.2% | -4.4% |
| 3M | -1.2% | 0.0% | -1.1% | -1.2% |
| 6M | +9.4% | +7.6% | +1.8% | +8.4% |
| YTD | +13.3% | +37.5% | -24.2% | +8.9% |
| 1Y | +13.4% | +32.9% | -19.5% | +9.4% |
| 3Y | +50.4% | +42.8% | +7.7% | +43.5% |
| 5Y | +49.0% | +35.8% | +13.1% | +42.2% |
| 10Y | +182.6% | +247.0% | -64.4% | +143.6% |
| All | +924.8% | +247.5% | +677.3% | +617.3% |
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 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