+131.2%
TLT vs EQIX
+10,185.8%
-10,054.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.2% |
| 7D | -0.4% | -0.8% | +0.4% | -0.4% |
| 30D | -0.6% | -1.4% | +0.9% | -0.6% |
| 3M | -2.7% | -4.4% | +1.7% | -2.8% |
| 6M | -5.6% | +7.9% | -13.6% | -5.4% |
| YTD | -2.8% | +37.3% | -40.1% | -1.9% |
| 1Y | -1.4% | +37.8% | -39.2% | -0.5% |
| 3Y | -1.6% | +42.0% | -43.6% | -0.4% |
| 5Y | -33.8% | +29.6% | -63.5% | -33.1% |
| 10Y | -21.1% | +238.3% | -259.5% | -16.6% |
| All | +131.2% | +10,185.8% | -10,054.6% | +173.2% |
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