+1,535.8%
SMH vs EQIX
+249.3%
+1,286.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +4.3% | +2.3% | +2.0% | +4.0% |
| 30D | +0.9% | +0.4% | +0.4% | +0.8% |
| 3M | -2.8% | -1.1% | -1.7% | -2.7% |
| 6M | +45.6% | +11.5% | +34.2% | +43.3% |
| YTD | +59.5% | +38.2% | +21.2% | +51.7% |
| 1Y | +93.4% | +36.7% | +56.8% | +84.2% |
| 3Y | +287.1% | +44.1% | +243.0% | +265.1% |
| 5Y | +338.0% | +34.8% | +303.2% | +316.5% |
| 10Y | +1,876.8% | +248.8% | +1,628.0% | +1,555.1% |
| All | +1,535.8% | +249.3% | +1,286.5% | +893.4% |
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