+28.1%
ISRG vs EQIX
+49.7%
-21.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.9% |
| 7D | -6.8% | +1.3% | -8.1% | -7.4% |
| 30D | +5.1% | +3.4% | +1.7% | +3.2% |
| 3M | +12.0% | +3.9% | +8.1% | +9.2% |
| 6M | +7.0% | -0.7% | +7.7% | +6.1% |
| YTD | -20.6% | +41.5% | -62.2% | -35.7% |
| 1Y | -21.4% | +32.9% | -54.3% | -34.1% |
| 3Y | +62.0% | +48.3% | +13.7% | +24.0% |
| 5Y | +28.1% | +52.3% | -24.2% | -6.9% |
| All | +28.1% | +49.7% | -21.6% | -6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling