-36.5%
SWKS vs EQIX
+50.1%
-86.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.7% |
| 7D | +9.4% | +4.1% | +5.4% | +7.4% |
| 30D | +17.0% | +5.8% | +11.2% | +13.6% |
| 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% | +20.4% |
| 1Y | +36.2% | +36.8% | -0.6% | +14.4% |
| 3Y | +11.5% | +47.3% | -35.8% | -12.9% |
| All | -36.5% | +50.1% | -86.6% | -54.7% |
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 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