+154.6%
JPM vs EQIX
+33.7%
+120.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.1% |
| 7D | -2.3% | -1.6% | -0.7% | -1.9% |
| 30D | -2.3% | -0.4% | -2.0% | -2.3% |
| 3M | +14.9% | -0.9% | +15.8% | +14.9% |
| 6M | +23.6% | +8.1% | +15.5% | +21.0% |
| YTD | +11.3% | +35.7% | -24.4% | +2.4% |
| 1Y | +19.9% | +34.0% | -14.1% | +10.5% |
| 3Y | +162.6% | +41.4% | +121.2% | +134.8% |
| 5Y | +154.6% | +34.0% | +120.6% | +116.0% |
| All | +154.6% | +33.7% | +120.9% | +116.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling