+50.7%
O vs EQIX
+246.8%
-196.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.7% |
| 7D | -2.9% | +0.2% | -3.0% | -2.9% |
| 30D | -4.5% | -2.5% | -2.0% | -3.7% |
| 3M | -2.6% | 0.0% | -2.6% | -3.1% |
| 6M | -5.6% | +7.6% | -13.3% | -9.0% |
| YTD | +9.3% | +37.5% | -28.2% | -5.1% |
| 1Y | +4.3% | +32.9% | -28.6% | -8.4% |
| 3Y | +27.4% | +42.8% | -15.3% | +5.1% |
| 5Y | +17.1% | +35.8% | -18.8% | -3.6% |
| All | +50.7% | +246.8% | -196.0% | -25.8% |
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