+1,604.3%
SO vs EQIX
+246.9%
+1,357.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.7% |
| 7D | -0.2% | -0.8% | +0.6% | -0.1% |
| 30D | -4.6% | -1.4% | -3.1% | -4.5% |
| 3M | -3.0% | -4.4% | +1.4% | -2.8% |
| 6M | -8.3% | +7.9% | -16.2% | -8.7% |
| YTD | +3.5% | +37.3% | -33.8% | +1.5% |
| 1Y | -0.9% | +37.8% | -38.7% | -3.0% |
| 3Y | +45.4% | +42.0% | +3.4% | +41.7% |
| 5Y | +59.6% | +29.6% | +30.0% | +55.9% |
| 10Y | +156.6% | +238.3% | -81.7% | +139.8% |
| All | +1,604.3% | +246.9% | +1,357.4% | +1,378.4% |
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