+289.4%
RF vs EQIX
+253.1%
+36.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.1% | -1.9% | +1.6% |
| 7D | -0.1% | +6.1% | -6.3% | -1.0% |
| 30D | +7.0% | +2.8% | +4.3% | +6.6% |
| 3M | -7.0% | +1.6% | -8.6% | -7.4% |
| 6M | +6.8% | -0.7% | +7.5% | +6.6% |
| YTD | +9.9% | +39.7% | -29.8% | +4.5% |
| 1Y | +21.1% | +30.6% | -9.5% | +16.2% |
| 3Y | +119.6% | +48.4% | +71.2% | +106.0% |
| 5Y | +46.2% | +46.0% | +0.2% | +36.5% |
| 10Y | +261.5% | +267.7% | -6.2% | +195.2% |
| All | +289.4% | +253.1% | +36.3% | +147.9% |
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