+57.9%
SO vs EQIX
+31.3%
+26.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | 0.0% | +2.3% | -2.3% | -0.5% |
| 30D | -2.5% | +0.4% | -2.9% | -2.6% |
| 3M | -4.2% | -1.1% | -3.1% | -4.1% |
| 6M | -7.7% | +11.5% | -19.1% | -10.3% |
| YTD | +3.8% | +38.2% | -34.4% | -4.5% |
| 1Y | +0.1% | +36.7% | -36.6% | -7.8% |
| 3Y | +44.2% | +44.1% | +0.1% | +28.2% |
| 5Y | +57.9% | +34.8% | +23.0% | +34.9% |
| All | +57.9% | +31.3% | +26.6% | +34.9% |
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