+1,345.1%
TRV vs EQIX
+249.3%
+1,095.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +0.2% | +2.3% | -2.2% | 0.0% |
| 30D | -2.3% | +0.4% | -2.8% | -2.4% |
| 3M | +22.7% | -1.1% | +23.8% | +22.7% |
| 6M | +21.9% | +11.5% | +10.5% | +20.8% |
| YTD | +27.5% | +38.2% | -10.8% | +24.1% |
| 1Y | +36.2% | +36.7% | -0.4% | +32.7% |
| 3Y | +140.6% | +44.1% | +96.5% | +132.5% |
| 5Y | +154.5% | +34.8% | +119.7% | +145.7% |
| 10Y | +295.4% | +248.8% | +46.6% | +255.5% |
| All | +1,345.1% | +249.3% | +1,095.9% | +1,091.9% |
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