+72.4%
UBER vs EQIX
+150.8%
-78.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.8% |
| 7D | -5.4% | +0.2% | -5.6% | -5.5% |
| 30D | -4.9% | -2.5% | -2.4% | -4.1% |
| 3M | +3.0% | 0.0% | +3.1% | +2.2% |
| 6M | -4.4% | +7.6% | -12.0% | -8.2% |
| YTD | -12.3% | +37.5% | -49.8% | -24.6% |
| 1Y | -24.3% | +32.9% | -57.2% | -34.1% |
| 3Y | +46.4% | +42.8% | +3.7% | +20.2% |
| 5Y | +79.7% | +35.8% | +43.8% | +46.0% |
| All | +72.4% | +150.8% | -78.4% | -2.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling