+13.7%
SPGI vs EQIX
+50.1%
-36.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.8% |
| 7D | +1.2% | +4.1% | -2.8% | -0.4% |
| 30D | +15.9% | +5.8% | +10.1% | +13.0% |
| 3M | +12.3% | -1.4% | +13.7% | +12.3% |
| 6M | +23.7% | -1.2% | +24.9% | +22.9% |
| YTD | -3.5% | +39.6% | -43.2% | -18.7% |
| 1Y | +0.4% | +36.8% | -36.4% | -14.6% |
| 3Y | +29.9% | +47.3% | -17.4% | +2.9% |
| All | +13.7% | +50.1% | -36.4% | -13.0% |
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