-10.5%
ISRG vs EQIX
+29.1%
-39.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.9% | +5.5% | +9.3% |
| 7D | +8.5% | +4.6% | +3.9% | +8.5% |
| 30D | +18.6% | +3.0% | +15.6% | +18.6% |
| 3M | +30.9% | +0.7% | +30.2% | +30.8% |
| 6M | +6.6% | -1.7% | +8.3% | +6.8% |
| YTD | -14.9% | +39.7% | -54.6% | -19.5% |
| 1Y | -10.5% | +29.7% | -40.3% | -12.0% |
| All | -10.5% | +29.1% | -39.6% | -12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling