+589.4%
SE vs EQIX
+160.6%
+428.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | -6.1% | -0.8% | -5.3% | -5.6% |
| 30D | -2.5% | -1.4% | -1.0% | -1.9% |
| 3M | +21.7% | -4.4% | +26.1% | +23.7% |
| 6M | +27.0% | +7.9% | +19.0% | +18.5% |
| YTD | -12.1% | +37.3% | -49.4% | -31.5% |
| 1Y | -40.9% | +37.8% | -78.7% | -54.2% |
| 3Y | +191.0% | +42.0% | +149.0% | +109.9% |
| 5Y | -68.3% | +29.6% | -97.9% | -75.8% |
| All | +589.4% | +160.6% | +428.7% | +240.5% |
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