-34.3%
TLT vs EQIX
+36.3%
-70.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -0.3% | +2.3% | -2.6% | -0.6% |
| 30D | 0.0% | +0.4% | -0.5% | -0.1% |
| 3M | -2.9% | -1.1% | -1.8% | -2.9% |
| 6M | -6.3% | +11.5% | -17.7% | -7.7% |
| YTD | -3.3% | +38.2% | -41.6% | -7.5% |
| 1Y | -4.2% | +36.7% | -40.9% | -8.3% |
| 3Y | -1.7% | +44.1% | -45.7% | -7.5% |
| All | -34.3% | +36.3% | -70.6% | -39.3% |
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 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