+52.4%
JD vs EQIX
+639.9%
-587.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.1% |
| 7D | -4.1% | +4.1% | -8.2% | -5.6% |
| 30D | +4.6% | +5.8% | -1.2% | +2.2% |
| 3M | -4.7% | -1.4% | -3.4% | -4.8% |
| 6M | -17.4% | -1.2% | -16.1% | -17.9% |
| YTD | +0.7% | +39.6% | -38.9% | -12.9% |
| 1Y | -5.9% | +36.8% | -42.7% | -18.1% |
| 3Y | +18.9% | +47.3% | -28.4% | -2.3% |
| 5Y | -62.9% | +50.1% | -113.1% | -70.4% |
| 10Y | +32.5% | +293.3% | -260.8% | -31.6% |
| All | +52.4% | +639.9% | -587.5% | -32.9% |
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