+4.9%
SPGI vs EQIX
+31.0%
-26.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.4% |
| 7D | -2.5% | +1.3% | -3.8% | -3.0% |
| 30D | +5.4% | +0.3% | +5.1% | +5.1% |
| 3M | +9.0% | -1.6% | +10.6% | +9.0% |
| 6M | +0.8% | +12.2% | -11.4% | -5.0% |
| YTD | -12.6% | +38.0% | -50.5% | -25.3% |
| 1Y | -16.1% | +38.9% | -55.1% | -28.8% |
| 3Y | +19.0% | +43.8% | -24.8% | -3.6% |
| All | +4.9% | +31.0% | -26.2% | -20.1% |
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