+1.5%
SMR vs EQIX
+58.4%
-56.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.8% | -3.7% | -4.4% |
| 7D | +4.7% | -1.6% | +6.4% | +5.9% |
| 30D | +3.2% | -0.4% | +3.6% | +3.4% |
| 3M | +9.9% | -0.9% | +10.8% | +9.9% |
| 6M | -15.1% | +8.1% | -23.3% | -19.1% |
| YTD | -27.9% | +35.7% | -63.6% | -41.6% |
| 1Y | -70.2% | +34.0% | -104.2% | -75.5% |
| 3Y | +72.5% | +41.4% | +31.0% | +46.7% |
| All | +1.5% | +58.4% | -56.9% | -18.8% |
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 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