+2,993.7%
SHOP vs EQIX
+246.8%
+2,746.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +0.7% |
| 7D | -11.2% | +0.2% | -11.4% | -11.4% |
| 30D | -14.4% | -2.5% | -11.9% | -12.9% |
| 3M | +16.6% | 0.0% | +16.6% | +14.8% |
| 6M | -0.6% | +7.6% | -8.2% | -7.9% |
| YTD | -20.0% | +37.5% | -57.5% | -40.5% |
| 1Y | -11.2% | +32.9% | -44.1% | -32.4% |
| 3Y | +99.5% | +42.8% | +56.7% | +40.1% |
| 5Y | -13.2% | +35.8% | -49.0% | -36.4% |
| All | +2,993.7% | +246.8% | +2,746.9% | +1,207.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling