+153.5%
SWKS vs EQIX
+246.9%
-93.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.6% |
| 7D | +12.5% | -0.8% | +13.3% | +12.6% |
| 30D | +10.5% | -1.4% | +11.9% | +10.7% |
| 3M | -7.4% | -4.4% | -3.0% | -6.7% |
| 6M | +32.7% | +7.9% | +24.7% | +30.7% |
| YTD | +19.2% | +37.3% | -18.1% | +12.2% |
| 1Y | +2.4% | +37.8% | -35.4% | -3.8% |
| 3Y | -25.6% | +42.0% | -67.6% | -30.7% |
| 5Y | -53.4% | +29.6% | -83.1% | -56.0% |
| 10Y | +23.2% | +238.3% | -215.2% | -0.7% |
| All | +153.5% | +246.9% | -93.4% | +105.1% |
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 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