+8.1%
IYR vs EQIX
+38.4%
-30.3%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.6% |
| 7D | -1.2% | -0.8% | -0.4% | -1.1% |
| 30D | -2.9% | -1.4% | -1.4% | -2.6% |
| 3M | +0.8% | -4.4% | +5.3% | +1.8% |
| 6M | +1.9% | +7.9% | -6.1% | +0.2% |
| YTD | +9.6% | +37.3% | -27.7% | +1.5% |
| 1Y | +8.1% | +37.8% | -29.7% | +0.7% |
| All | +8.1% | +38.4% | -30.3% | +0.7% |
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