+18.8%
JPM vs EQIX
+35.5%
-16.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | -0.7% | +0.2% | -0.8% | -0.7% |
| 30D | -2.5% | -2.5% | 0.0% | -2.1% |
| 3M | +14.1% | 0.0% | +14.2% | +13.9% |
| 6M | +25.1% | +7.6% | +17.4% | +23.9% |
| YTD | +12.1% | +37.5% | -25.4% | +5.5% |
| 1Y | +18.8% | +32.9% | -14.1% | +13.1% |
| All | +18.8% | +35.5% | -16.7% | +13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling