-7.2%
JD vs EQIX
+43.4%
-50.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.6% | -2.5% |
| 7D | -3.0% | +2.3% | -5.3% | -3.4% |
| 30D | -19.3% | +0.4% | -19.8% | -19.5% |
| 3M | -6.0% | -1.1% | -4.9% | -6.1% |
| 6M | +1.8% | +11.5% | -9.7% | -0.9% |
| YTD | -2.6% | +38.2% | -40.8% | -10.3% |
| 1Y | -17.4% | +36.7% | -54.1% | -24.0% |
| All | -7.2% | +43.4% | -50.6% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling