+291.3%
IR vs EQIX
+190.6%
+100.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.4% |
| 7D | -2.8% | -0.8% | -2.0% | -2.6% |
| 30D | -15.1% | -1.4% | -13.7% | -14.8% |
| 3M | +6.1% | -4.4% | +10.5% | +7.3% |
| 6M | -16.8% | +7.9% | -24.8% | -19.1% |
| YTD | -3.5% | +37.3% | -40.8% | -13.6% |
| 1Y | -3.5% | +37.8% | -41.3% | -13.8% |
| 3Y | +9.5% | +42.0% | -32.5% | -4.5% |
| 5Y | +45.1% | +29.6% | +15.4% | +26.0% |
| All | +291.3% | +190.6% | +100.6% | +181.9% |
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