+404.4%
TER vs EQIX
+252.9%
+151.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.8% | -3.6% | -5.1% |
| 7D | +14.4% | +4.1% | +10.3% | +13.6% |
| 30D | -30.6% | +5.8% | -36.4% | -31.1% |
| 3M | -39.2% | -1.4% | -37.8% | -38.8% |
| 6M | -31.3% | -1.2% | -30.0% | -30.7% |
| YTD | +29.1% | +39.6% | -10.6% | +22.0% |
| 1Y | +47.4% | +36.8% | +10.6% | +39.9% |
| 3Y | +191.2% | +47.3% | +144.0% | +172.0% |
| 5Y | +74.0% | +50.1% | +23.9% | +62.1% |
| 10Y | +1,005.1% | +293.3% | +711.8% | +777.6% |
| All | +404.4% | +252.9% | +151.5% | +180.8% |
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