+8,434.7%
SHOP vs EQIX
+400.9%
+8,033.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | -5.1% | -0.8% | -4.3% | -4.5% |
| 30D | +0.6% | -1.4% | +2.0% | +1.4% |
| 3M | +25.0% | -4.4% | +29.5% | +27.5% |
| 6M | +11.9% | +7.9% | +4.0% | +3.7% |
| YTD | -9.9% | +37.3% | -47.1% | -31.9% |
| 1Y | 0.0% | +37.8% | -37.8% | -25.1% |
| 3Y | +117.5% | +42.0% | +75.5% | +56.7% |
| 5Y | -6.6% | +29.6% | -36.3% | -28.1% |
| 10Y | +3,320.3% | +238.3% | +3,082.0% | +1,454.6% |
| All | +8,434.7% | +400.9% | +8,033.8% | +3,127.8% |
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