-5.7%
STM vs EQIX
+45.7%
-51.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | -7.9% | +3.5% | -11.4% | -9.7% |
| 30D | -14.1% | +2.3% | -16.5% | -15.0% |
| 3M | -17.6% | +1.1% | -18.7% | -17.8% |
| 6M | -24.2% | -1.1% | -23.1% | -23.6% |
| YTD | +73.3% | +39.1% | +34.2% | +42.0% |
| 1Y | +90.1% | +29.5% | +60.6% | +62.5% |
| 3Y | +10.3% | +45.8% | -35.5% | -14.6% |
| 5Y | -5.7% | +48.4% | -54.2% | -32.9% |
| All | -5.7% | +45.7% | -51.4% | -32.9% |
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