+11,686.8%
ISRG vs EQIX
+246.9%
+11,439.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.8% |
| 7D | -1.6% | -0.8% | -0.8% | -1.5% |
| 30D | -2.3% | -1.4% | -0.8% | -2.1% |
| 3M | -12.4% | -4.4% | -8.0% | -12.1% |
| 6M | -26.8% | +7.9% | -34.8% | -27.7% |
| YTD | -35.3% | +37.3% | -72.5% | -38.2% |
| 1Y | -19.3% | +37.8% | -57.1% | -23.1% |
| 3Y | +18.1% | +42.0% | -23.8% | +12.0% |
| 5Y | +2.6% | +29.6% | -27.0% | -1.6% |
| 10Y | +379.4% | +238.3% | +141.1% | +312.7% |
| All | +11,686.8% | +246.9% | +11,439.9% | +8,845.3% |
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