-19.9%
ISRG vs EQIX
+33.7%
-53.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.9% | +2.1% |
| 7D | -2.5% | -1.6% | -0.9% | -2.4% |
| 30D | -10.2% | -0.4% | -9.8% | -10.3% |
| 3M | -12.5% | -0.9% | -11.6% | -12.7% |
| 6M | -25.8% | +8.1% | -33.9% | -26.8% |
| YTD | -36.4% | +35.7% | -72.0% | -41.3% |
| 1Y | -19.9% | +34.0% | -53.9% | -26.1% |
| All | -19.9% | +33.7% | -53.6% | -26.1% |
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