+137.7%
UAL vs EQIX
+30.6%
+107.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -3.0% |
| 7D | +3.5% | +1.3% | +2.1% | +2.8% |
| 30D | -16.5% | +0.3% | -16.8% | -16.7% |
| 3M | +2.8% | -1.6% | +4.3% | +3.1% |
| 6M | +17.6% | +12.2% | +5.4% | +11.4% |
| YTD | -3.2% | +38.0% | -41.2% | -17.1% |
| 1Y | +0.4% | +38.9% | -38.5% | -14.4% |
| 3Y | +128.2% | +43.8% | +84.3% | +89.8% |
| 5Y | +137.7% | +30.4% | +107.4% | +82.7% |
| All | +137.7% | +30.6% | +107.1% | +82.7% |
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