+31.0%
SWKS vs EQIX
+234.9%
-203.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.6% |
| 7D | +11.8% | +1.3% | +10.5% | +11.0% |
| 30D | +6.7% | +0.3% | +6.4% | +6.4% |
| 3M | 0.0% | -1.6% | +1.6% | +0.4% |
| 6M | +38.7% | +12.2% | +26.5% | +30.4% |
| YTD | +21.4% | +38.0% | -16.6% | +1.8% |
| 1Y | +2.9% | +38.9% | -36.0% | -14.3% |
| 3Y | -16.4% | +43.8% | -60.2% | -33.3% |
| 5Y | -51.2% | +30.4% | -81.5% | -60.1% |
| 10Y | +31.0% | +238.6% | -207.6% | -31.1% |
| All | +31.0% | +234.9% | -203.8% | -31.1% |
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