+11.5%
SWKS vs EQIX
+47.7%
-36.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.6% |
| 7D | +9.4% | +4.1% | +5.4% | +7.8% |
| 30D | +17.0% | +5.8% | +11.2% | +14.3% |
| 3M | +28.9% | -1.4% | +30.3% | +29.3% |
| 6M | +33.1% | -1.2% | +34.4% | +33.1% |
| YTD | +44.8% | +39.6% | +5.2% | +24.8% |
| 1Y | +36.2% | +36.8% | -0.6% | +18.4% |
| 3Y | +11.5% | +47.3% | -35.8% | -7.9% |
| All | +11.5% | +47.7% | -36.2% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling