+1,710.3%
SO vs EQIX
+252.9%
+1,457.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +1.3% |
| 7D | +1.4% | +4.1% | -2.7% | +1.1% |
| 30D | +4.7% | +5.8% | -1.1% | +4.3% |
| 3M | +1.7% | -1.4% | +3.1% | +1.7% |
| 6M | +2.2% | -1.2% | +3.4% | +2.1% |
| YTD | +10.0% | +39.6% | -29.7% | +7.6% |
| 1Y | +6.0% | +36.8% | -30.8% | +3.9% |
| 3Y | +54.1% | +47.3% | +6.9% | +49.8% |
| 5Y | +79.6% | +50.1% | +29.5% | +74.0% |
| 10Y | +195.5% | +293.3% | -97.8% | +174.4% |
| All | +1,710.3% | +252.9% | +1,457.4% | +1,467.7% |
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