+10.7%
U vs EQIX
+40.7%
-30.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.1% |
| 7D | 0.0% | -1.6% | +1.6% | +0.8% |
| 30D | -4.1% | -0.4% | -3.7% | -4.1% |
| 3M | +57.8% | -0.9% | +58.7% | +57.3% |
| 6M | +103.5% | +8.1% | +95.4% | +92.0% |
| YTD | -4.8% | +35.7% | -40.4% | -24.2% |
| 1Y | -2.4% | +34.0% | -36.4% | -21.7% |
| All | +10.7% | +40.7% | -30.1% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling