+2,580.9%
SPGI vs EQIX
+252.9%
+2,328.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.3% |
| 7D | +1.2% | +4.1% | -2.8% | +0.7% |
| 30D | +15.9% | +5.8% | +10.1% | +15.0% |
| 3M | +12.3% | -1.4% | +13.7% | +12.3% |
| 6M | +23.7% | -1.2% | +24.9% | +23.5% |
| YTD | -3.5% | +39.6% | -43.2% | -7.8% |
| 1Y | +0.4% | +36.8% | -36.4% | -3.8% |
| 3Y | +29.9% | +47.3% | -17.4% | +22.8% |
| 5Y | +15.2% | +50.1% | -34.9% | +8.6% |
| 10Y | +337.2% | +293.3% | +43.9% | +273.1% |
| All | +2,580.9% | +252.9% | +2,328.0% | +1,795.8% |
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