+54.2%
SOXX vs EQIX
+9.6%
+44.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +0.9% |
| 7D | +1.4% | +0.2% | +1.2% | +1.3% |
| 30D | -3.6% | -2.5% | -1.1% | -1.7% |
| 3M | -10.2% | 0.0% | -10.1% | -12.0% |
| 6M | +54.2% | +7.6% | +46.6% | +30.5% |
| All | +54.2% | +9.6% | +44.7% | +30.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling