+11.1%
SMR vs EQIX
+61.1%
-50.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.5% | +14.8% | +14.9% |
| 7D | +21.4% | +1.3% | +20.1% | +20.4% |
| 30D | +13.8% | +0.3% | +13.5% | +13.4% |
| 3M | +3.9% | -1.6% | +5.5% | +4.4% |
| 6M | -4.2% | +12.2% | -16.4% | -10.8% |
| YTD | -21.1% | +38.0% | -59.1% | -36.7% |
| 1Y | -67.1% | +38.9% | -106.0% | -73.6% |
| 3Y | +88.9% | +43.8% | +45.0% | +58.9% |
| All | +11.1% | +61.1% | -50.0% | -12.1% |
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