+77.8%
JNJ vs EQIX
+42.6%
+35.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.4% |
| 7D | -3.5% | +0.2% | -3.7% | -3.5% |
| 30D | +2.3% | -2.5% | +4.8% | +2.4% |
| 3M | +12.0% | 0.0% | +12.0% | +11.9% |
| 6M | +10.5% | +7.6% | +2.8% | +9.7% |
| YTD | +30.4% | +37.5% | -7.1% | +27.0% |
| 1Y | +52.1% | +32.9% | +19.2% | +48.6% |
| 3Y | +77.8% | +42.8% | +35.1% | +73.4% |
| All | +77.8% | +42.6% | +35.2% | +73.4% |
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