+54.5%
SO vs EQIX
+49.7%
+4.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | 0.0% |
| 7D | +0.8% | +1.3% | -0.6% | +0.6% |
| 30D | +7.8% | +3.4% | +4.4% | +7.3% |
| 3M | +2.9% | +3.9% | -1.0% | +2.3% |
| 6M | +2.5% | -0.7% | +3.2% | +2.5% |
| YTD | +10.3% | +41.5% | -31.3% | +4.4% |
| 1Y | +6.4% | +32.9% | -26.5% | +1.6% |
| All | +54.5% | +49.7% | +4.9% | +41.3% |
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 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