+11.0%
NEE vs EQIX
+33.7%
-22.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | +0.4% |
| 7D | -1.9% | -1.6% | -0.3% | -1.3% |
| 30D | -3.1% | -0.4% | -2.8% | -3.1% |
| 3M | -2.4% | -0.9% | -1.5% | -2.5% |
| 6M | -8.6% | +8.1% | -16.7% | -11.7% |
| YTD | +4.9% | +35.7% | -30.7% | -7.4% |
| 1Y | +19.4% | +34.0% | -14.6% | +5.7% |
| 3Y | +34.9% | +41.4% | -6.6% | +13.2% |
| 5Y | +11.0% | +34.0% | -23.0% | -11.0% |
| All | +11.0% | +33.7% | -22.7% | -11.0% |
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