+154.4%
TRV vs EQIX
+33.1%
+121.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.4% | +0.8% |
| 7D | -1.5% | -1.6% | +0.2% | -1.3% |
| 30D | -1.8% | -0.4% | -1.5% | -1.8% |
| 3M | +21.6% | -0.9% | +22.5% | +21.6% |
| 6M | +22.5% | +8.1% | +14.3% | +20.9% |
| YTD | +28.1% | +35.7% | -7.5% | +22.1% |
| 1Y | +37.0% | +34.0% | +3.1% | +30.7% |
| 3Y | +141.9% | +41.4% | +100.5% | +127.8% |
| All | +154.4% | +33.1% | +121.3% | +137.7% |
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