+387.0%
SAP vs EQIX
+248.6%
+138.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.8% |
| 7D | -0.3% | +1.3% | -1.6% | -0.4% |
| 30D | +2.6% | +0.3% | +2.2% | +2.5% |
| 3M | +16.3% | -1.6% | +17.8% | +16.3% |
| 6M | +6.4% | +12.2% | -5.8% | +4.4% |
| YTD | -11.4% | +38.0% | -49.4% | -15.7% |
| 1Y | -20.4% | +38.9% | -59.3% | -24.4% |
| 3Y | +56.5% | +43.8% | +12.7% | +47.3% |
| 5Y | +56.8% | +30.4% | +26.4% | +48.8% |
| 10Y | +176.2% | +238.6% | -62.4% | +130.0% |
| All | +387.0% | +248.6% | +138.3% | +216.2% |
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