+711.8%
IWM vs EQIX
+246.9%
+464.9%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.3% |
| 7D | +0.1% | -0.8% | +0.9% | +0.2% |
| 30D | -1.3% | -1.4% | +0.2% | -1.1% |
| 3M | +1.6% | -4.4% | +6.0% | +2.1% |
| 6M | +13.6% | +7.9% | +5.6% | +12.4% |
| YTD | +20.8% | +37.3% | -16.5% | +15.8% |
| 1Y | +26.4% | +37.8% | -11.4% | +21.1% |
| 3Y | +60.7% | +42.0% | +18.7% | +52.9% |
| 5Y | +38.2% | +29.6% | +8.6% | +32.4% |
| 10Y | +169.5% | +238.3% | -68.9% | +130.5% |
| All | +711.8% | +246.9% | +464.9% | +446.4% |
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