+823.3%
SPYM vs EQIX
+3,876.7%
-3,053.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | +0.6% | +1.3% | -0.7% | +0.2% |
| 30D | -0.9% | +0.3% | -1.3% | -1.1% |
| 3M | +3.9% | -1.6% | +5.5% | +4.1% |
| 6M | +14.5% | +12.2% | +2.4% | +10.4% |
| YTD | +13.0% | +38.0% | -25.0% | +2.2% |
| 1Y | +19.4% | +38.9% | -19.5% | +7.6% |
| 3Y | +78.9% | +43.8% | +35.0% | +57.3% |
| 5Y | +82.3% | +30.4% | +52.0% | +62.4% |
| 10Y | +314.7% | +238.6% | +76.1% | +179.0% |
| All | +823.3% | +3,876.7% | -3,053.4% | +225.7% |
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