+87.5%
U vs EQIX
+47.7%
+39.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.8% | +7.0% | +6.0% |
| 7D | +2.6% | +4.1% | -1.5% | +0.6% |
| 30D | +27.6% | +5.8% | +21.7% | +23.3% |
| 3M | +15.3% | -1.4% | +16.7% | +15.3% |
| 6M | +96.4% | -1.2% | +97.6% | +94.9% |
| YTD | +19.6% | +39.6% | -20.1% | -6.2% |
| 1Y | +42.1% | +36.8% | +5.3% | +13.0% |
| 3Y | +87.5% | +47.3% | +40.3% | +38.7% |
| All | +87.5% | +47.7% | +39.9% | +38.7% |
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 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