+54.3%
JD vs EQIX
+627.4%
-573.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.3% | +2.0% |
| 7D | -1.7% | -0.8% | -0.9% | -1.4% |
| 30D | -13.2% | -1.4% | -11.7% | -12.8% |
| 3M | -3.2% | -4.4% | +1.2% | -2.2% |
| 6M | +15.2% | +7.9% | +7.3% | +11.1% |
| YTD | +2.0% | +37.3% | -35.3% | -10.8% |
| 1Y | -5.4% | +37.8% | -43.2% | -17.7% |
| 3Y | -9.1% | +42.0% | -51.1% | -23.9% |
| 5Y | -59.6% | +29.6% | -89.2% | -65.8% |
| 10Y | +26.2% | +238.3% | -212.1% | -30.4% |
| All | +54.3% | +627.4% | -573.1% | -31.3% |
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