+992.8%
JNJ vs EQIX
+248.6%
+744.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.2% |
| 7D | -0.8% | +1.3% | -2.1% | -0.8% |
| 30D | +4.3% | +0.3% | +4.0% | +4.3% |
| 3M | +16.5% | -1.6% | +18.0% | +16.5% |
| 6M | +13.1% | +12.2% | +1.0% | +12.4% |
| YTD | +32.1% | +38.0% | -5.8% | +29.8% |
| 1Y | +54.5% | +38.9% | +15.6% | +51.7% |
| 3Y | +82.5% | +43.8% | +38.7% | +78.3% |
| 5Y | +80.0% | +30.4% | +49.6% | +76.0% |
| 10Y | +195.7% | +238.6% | -43.0% | +176.4% |
| All | +992.8% | +248.6% | +744.2% | +795.8% |
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 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