+307.8%
SPY vs EQIX
+293.0%
+14.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.3% |
| 7D | +2.6% | +4.1% | -1.5% | +1.2% |
| 30D | -2.0% | +5.8% | -7.8% | -4.0% |
| 3M | -2.8% | -1.4% | -1.4% | -2.6% |
| 6M | +2.1% | -1.2% | +3.4% | +2.0% |
| YTD | +11.5% | +39.6% | -28.2% | -2.4% |
| 1Y | +13.5% | +36.8% | -23.4% | 0.0% |
| 3Y | +77.7% | +47.3% | +30.4% | +49.3% |
| 5Y | +72.6% | +50.1% | +22.5% | +40.6% |
| All | +307.8% | +293.0% | +14.9% | +151.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling