+45.4%
SMR vs EQIX
+42.6%
+2.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +1.4% | -17.0% | -17.0% |
| 7D | -11.2% | +0.2% | -11.4% | -11.5% |
| 30D | -10.2% | -2.5% | -7.7% | -8.3% |
| 3M | -10.0% | 0.0% | -10.0% | -11.4% |
| 6M | -30.5% | +7.6% | -38.1% | -35.9% |
| YTD | -39.2% | +37.5% | -76.7% | -58.2% |
| 1Y | -75.5% | +32.9% | -108.4% | -82.4% |
| 3Y | +45.4% | +42.8% | +2.7% | +1.8% |
| All | +45.4% | +42.6% | +2.8% | +1.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling