+4.7%
IYR vs EQIX
+35.5%
-30.8%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | -1.4% | +0.2% | -1.5% | -1.4% |
| 30D | -2.7% | -2.5% | -0.2% | -2.2% |
| 3M | -2.1% | 0.0% | -2.1% | -2.2% |
| 6M | +3.6% | +7.6% | -4.1% | +2.0% |
| YTD | +8.1% | +37.5% | -29.4% | +0.4% |
| 1Y | +4.7% | +32.9% | -28.2% | -0.8% |
| All | +4.7% | +35.5% | -30.8% | -0.8% |
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