+18.4%
U vs EQIX
+29.1%
-10.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.9% | +1.0% | +4.6% |
| 7D | +7.5% | +4.6% | +2.9% | +7.2% |
| 30D | -7.0% | +3.0% | -10.0% | -7.3% |
| 3M | +20.6% | +0.7% | +19.8% | +20.0% |
| 6M | +53.2% | -1.7% | +54.9% | +51.7% |
| YTD | -3.9% | +39.7% | -43.6% | -8.3% |
| 1Y | +18.4% | +29.7% | -11.4% | +25.2% |
| All | +18.4% | +29.1% | -10.7% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling