+2,410.6%
SPGI vs EQIX
+246.9%
+2,163.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | +0.1% | -0.8% | +0.9% | +0.2% |
| 30D | +8.4% | -1.4% | +9.9% | +8.6% |
| 3M | +11.8% | -4.4% | +16.3% | +12.3% |
| 6M | +5.7% | +7.9% | -2.2% | +4.5% |
| YTD | -9.7% | +37.3% | -47.0% | -13.4% |
| 1Y | -12.5% | +37.8% | -50.2% | -16.2% |
| 3Y | +21.8% | +42.0% | -20.2% | +15.9% |
| 5Y | +8.2% | +29.6% | -21.5% | +3.7% |
| 10Y | +309.5% | +238.3% | +71.2% | +255.0% |
| All | +2,410.6% | +246.9% | +2,163.7% | +1,681.5% |
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 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