+390.2%
LLY vs EQIX
+31.3%
+358.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -3.1% | +2.3% | -5.4% | -3.6% |
| 30D | -8.6% | +0.4% | -9.1% | -8.8% |
| 3M | -1.6% | -1.1% | -0.5% | -1.7% |
| 6M | +11.8% | +11.5% | +0.4% | +8.3% |
| YTD | +5.1% | +38.2% | -33.1% | -3.9% |
| 1Y | +50.7% | +36.7% | +14.0% | +38.0% |
| 3Y | +95.7% | +44.1% | +51.6% | +75.8% |
| 5Y | +390.2% | +34.8% | +355.3% | +331.1% |
| All | +390.2% | +31.3% | +358.9% | +331.1% |
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 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