+244.8%
NEE vs EQIX
+246.8%
-1.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.7% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | -3.3% | -2.5% | -0.8% | -2.4% |
| 3M | -2.3% | 0.0% | -2.2% | -2.7% |
| 6M | -8.9% | +7.6% | -16.5% | -12.3% |
| YTD | +4.8% | +37.5% | -32.7% | -9.8% |
| 1Y | +18.7% | +32.9% | -14.2% | +3.5% |
| 3Y | +33.2% | +42.8% | -9.5% | +9.0% |
| 5Y | +10.9% | +35.8% | -25.0% | -9.6% |
| All | +244.8% | +246.8% | -1.9% | +88.2% |
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