+1,817.6%
SMH vs EQIX
+246.8%
+1,570.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +0.8% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | -2.8% | -2.5% | -0.3% | -1.6% |
| 3M | -6.7% | 0.0% | -6.7% | -7.0% |
| 6M | +41.8% | +7.6% | +34.1% | +36.5% |
| YTD | +57.9% | +37.5% | +20.4% | +33.9% |
| 1Y | +87.6% | +32.9% | +54.7% | +61.5% |
| 3Y | +282.9% | +42.8% | +240.2% | +212.1% |
| 5Y | +330.4% | +35.8% | +294.6% | +250.3% |
| All | +1,817.6% | +246.8% | +1,570.8% | +965.3% |
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