+980.0%
SMCI vs EQIX
+34.9%
+945.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +6.4% |
| 7D | +1.3% | +0.2% | +1.1% | +1.3% |
| 30D | +6.6% | -2.5% | +9.1% | +8.6% |
| 3M | +25.4% | 0.0% | +25.5% | +25.9% |
| 6M | +26.1% | +7.6% | +18.5% | +22.4% |
| YTD | +37.0% | +37.5% | -0.5% | +13.1% |
| 1Y | -8.8% | +32.9% | -41.7% | -23.0% |
| 3Y | +44.6% | +42.8% | +1.8% | +19.9% |
| All | +980.0% | +34.9% | +945.1% | +728.9% |
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