+1,127.7%
RSP vs EQIX
+42,788.6%
-41,660.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.8% | -0.8% | 0.0% | -0.6% |
| 30D | -0.3% | -1.4% | +1.1% | 0.0% |
| 3M | +4.3% | -4.4% | +8.7% | +5.2% |
| 6M | +8.8% | +7.9% | +0.9% | +6.4% |
| YTD | +15.3% | +37.3% | -22.0% | +5.6% |
| 1Y | +18.3% | +37.8% | -19.5% | +8.2% |
| 3Y | +52.8% | +42.0% | +10.8% | +37.1% |
| 5Y | +51.7% | +29.6% | +22.1% | +37.4% |
| 10Y | +208.5% | +238.3% | -29.9% | +117.2% |
| All | +1,127.7% | +42,788.6% | -41,660.9% | +360.6% |
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