+1,334.7%
JPM vs EQIX
+249.3%
+1,085.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | -0.4% | +2.3% | -2.8% | -0.7% |
| 30D | -1.4% | +0.4% | -1.9% | -1.5% |
| 3M | +13.9% | -1.1% | +15.1% | +14.0% |
| 6M | +23.5% | +11.5% | +12.1% | +21.5% |
| YTD | +11.6% | +38.2% | -26.6% | +6.4% |
| 1Y | +21.4% | +36.7% | -15.3% | +15.8% |
| 3Y | +163.4% | +44.1% | +119.4% | +147.8% |
| 5Y | +152.5% | +34.8% | +117.7% | +137.8% |
| 10Y | +592.1% | +248.8% | +343.3% | +466.4% |
| All | +1,334.7% | +249.3% | +1,085.4% | +828.1% |
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 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