+2,086.1%
O vs EQIX
+246.9%
+1,839.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -0.7% | -0.8% | +0.1% | -0.7% |
| 30D | -1.9% | -1.4% | -0.4% | -1.8% |
| 3M | +3.8% | -4.4% | +8.3% | +4.2% |
| 6M | -4.7% | +7.9% | -12.7% | -5.7% |
| YTD | +12.5% | +37.3% | -24.8% | +8.4% |
| 1Y | +10.8% | +37.8% | -27.0% | +6.7% |
| 3Y | +28.8% | +42.0% | -13.2% | +23.0% |
| 5Y | +13.2% | +29.6% | -16.4% | +8.7% |
| 10Y | +53.5% | +238.3% | -184.9% | +34.7% |
| All | +2,086.1% | +246.9% | +1,839.2% | +1,456.8% |
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 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