+6,311.8%
SHW vs EQIX
+246.9%
+6,064.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | -3.2% | -0.8% | -2.4% | -3.2% |
| 30D | -9.5% | -1.4% | -8.1% | -9.4% |
| 3M | +11.5% | -4.4% | +15.9% | +11.9% |
| 6M | -3.5% | +7.9% | -11.5% | -4.4% |
| YTD | +3.7% | +37.3% | -33.6% | +0.2% |
| 1Y | -7.9% | +37.8% | -45.7% | -11.2% |
| 3Y | +24.7% | +42.0% | -17.3% | +19.6% |
| 5Y | +13.6% | +29.6% | -16.0% | +9.6% |
| 10Y | +283.0% | +238.3% | +44.6% | +239.2% |
| All | +6,311.8% | +246.9% | +6,064.9% | +4,716.1% |
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