+1,402.3%
LITE vs EQIX
+257.3%
+1,145.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.5% | +4.1% | +4.8% |
| 7D | -35.9% | -0.1% | -35.8% | -35.5% |
| 30D | -51.5% | -1.8% | -49.7% | -50.5% |
| 3M | -35.7% | -3.4% | -32.4% | -33.4% |
| 6M | -43.0% | -6.0% | -37.0% | -39.9% |
| YTD | +46.1% | +34.2% | +11.9% | +28.7% |
| 1Y | +124.7% | +26.2% | +98.5% | +104.7% |
| 3Y | +1,172.1% | +41.7% | +1,130.4% | +992.4% |
| 5Y | +477.0% | +43.1% | +433.9% | +382.3% |
| All | +1,402.3% | +257.3% | +1,145.0% | +726.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling