+621.6%
TER vs EQIX
+246.9%
+374.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.6% |
| 7D | +0.6% | -0.8% | +1.4% | +0.8% |
| 30D | -8.3% | -1.4% | -6.8% | -8.0% |
| 3M | -12.2% | -4.4% | -7.8% | -11.4% |
| 6M | +17.1% | +7.9% | +9.1% | +15.7% |
| YTD | +84.7% | +37.3% | +47.4% | +74.4% |
| 1Y | +199.9% | +37.8% | +162.1% | +182.9% |
| 3Y | +232.8% | +42.0% | +190.8% | +211.3% |
| 5Y | +198.6% | +29.6% | +168.9% | +183.9% |
| 10Y | +1,669.7% | +238.3% | +1,431.4% | +1,332.2% |
| All | +621.6% | +246.9% | +374.7% | +301.3% |
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