-34.5%
TLT vs EQIX
+50.1%
-84.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.3% | -0.2% |
| 7D | -3.1% | +4.1% | -7.2% | -3.6% |
| 30D | +1.0% | +5.8% | -4.8% | +0.2% |
| 3M | -2.7% | -1.4% | -1.3% | -2.7% |
| 6M | -4.1% | -1.2% | -2.9% | -4.2% |
| YTD | -5.4% | +39.6% | -45.0% | -9.9% |
| 1Y | -7.0% | +36.8% | -43.9% | -11.2% |
| 3Y | +2.8% | +47.3% | -44.4% | -3.9% |
| All | -34.5% | +50.1% | -84.6% | -39.4% |
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