+3,603.9%
LLY vs EQIX
+259.2%
+3,344.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | +4.6% | +7.6% | -3.0% | +4.1% |
| 30D | +22.4% | +5.2% | +17.1% | +21.9% |
| 3M | +17.1% | +0.8% | +16.3% | +17.0% |
| 6M | +44.6% | +0.2% | +44.4% | +44.4% |
| YTD | +33.5% | +42.2% | -8.7% | +30.1% |
| 1Y | +41.1% | +34.7% | +6.4% | +38.0% |
| 3Y | +143.8% | +49.0% | +94.8% | +136.4% |
| 5Y | +473.4% | +52.8% | +420.5% | +453.1% |
| 10Y | +2,035.0% | +300.4% | +1,734.6% | +1,852.6% |
| All | +3,603.9% | +259.2% | +3,344.7% | +2,817.6% |
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