+3,781.0%
SHOP vs EQIX
+293.0%
+3,488.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +1.5% |
| 7D | -1.2% | +4.1% | -5.3% | -4.2% |
| 30D | -14.7% | +5.8% | -20.5% | -18.4% |
| 3M | -7.2% | -1.4% | -5.8% | -6.6% |
| 6M | +54.2% | -1.2% | +55.4% | +52.6% |
| YTD | -8.6% | +39.6% | -48.3% | -33.1% |
| 1Y | +0.5% | +36.8% | -36.3% | -25.3% |
| 3Y | +135.9% | +47.3% | +88.7% | +60.5% |
| 5Y | -11.9% | +50.1% | -62.0% | -39.8% |
| All | +3,781.0% | +293.0% | +3,488.0% | +1,495.4% |
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