+1,537.1%
SOXX vs EQIX
+246.8%
+1,290.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.2% |
| 7D | +1.4% | +0.2% | +1.2% | +1.3% |
| 30D | -3.6% | -2.5% | -1.1% | -2.3% |
| 3M | -10.2% | 0.0% | -10.1% | -10.4% |
| 6M | +54.2% | +7.6% | +46.6% | +48.5% |
| YTD | +75.2% | +37.5% | +37.7% | +48.1% |
| 1Y | +107.5% | +32.9% | +74.6% | +78.0% |
| 3Y | +226.8% | +42.8% | +184.0% | +165.4% |
| 5Y | +251.2% | +35.8% | +215.4% | +185.1% |
| All | +1,537.1% | +246.8% | +1,290.3% | +808.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling