+218.2%
TER vs EQIX
+31.0%
+187.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +3.9% |
| 7D | +11.0% | +1.3% | +9.6% | +10.0% |
| 30D | -1.9% | +0.3% | -2.2% | -1.9% |
| 3M | -0.7% | -1.6% | +0.9% | +0.2% |
| 6M | +36.4% | +12.2% | +24.2% | +28.2% |
| YTD | +92.4% | +38.0% | +54.5% | +59.7% |
| 1Y | +213.5% | +38.9% | +174.6% | +158.2% |
| 3Y | +277.2% | +43.8% | +233.4% | +195.0% |
| All | +218.2% | +31.0% | +187.2% | +138.6% |
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