+440.9%
SAP vs EQIX
+252.9%
+188.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.1% | +0.6% |
| 7D | +0.6% | +4.1% | -3.4% | +0.1% |
| 30D | +6.5% | +5.8% | +0.7% | +5.6% |
| 3M | +12.2% | -1.4% | +13.6% | +12.2% |
| 6M | +46.1% | -1.2% | +47.3% | +45.7% |
| YTD | -1.6% | +39.6% | -41.3% | -6.8% |
| 1Y | -5.1% | +36.8% | -42.0% | -9.8% |
| 3Y | +68.4% | +47.3% | +21.1% | +57.7% |
| 5Y | +79.4% | +50.1% | +29.3% | +66.8% |
| 10Y | +230.5% | +293.3% | -62.8% | +169.7% |
| All | +440.9% | +252.9% | +188.0% | +249.9% |
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