-15.7%
SHOP vs EQIX
+31.3%
-47.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.6% | -5.6% |
| 7D | -10.6% | +2.3% | -13.0% | -12.3% |
| 30D | -18.3% | +0.4% | -18.7% | -18.8% |
| 3M | +14.8% | -1.1% | +15.9% | +13.9% |
| 6M | -5.0% | +11.5% | -16.5% | -15.6% |
| YTD | -21.2% | +38.2% | -59.5% | -44.1% |
| 1Y | -11.6% | +36.7% | -48.3% | -37.0% |
| 3Y | +101.2% | +44.1% | +57.1% | +29.8% |
| 5Y | -15.7% | +34.8% | -50.5% | -47.2% |
| All | -15.7% | +31.3% | -47.0% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling