+115.0%
UMC vs EQIX
+29.1%
+86.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.9% | -6.0% | -3.3% |
| 7D | -14.7% | +4.6% | -19.3% | -15.9% |
| 30D | -32.9% | +3.0% | -35.9% | -33.5% |
| 3M | -22.2% | +0.7% | -22.9% | -22.6% |
| 6M | +25.9% | -1.7% | +27.6% | +25.6% |
| YTD | +107.9% | +39.7% | +68.2% | +107.4% |
| 1Y | +115.0% | +29.7% | +85.3% | +127.7% |
| All | +115.0% | +29.1% | +86.0% | +127.7% |
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 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