+240.3%
UMC vs EQIX
+35.5%
+204.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +2.0% |
| 7D | +9.0% | +0.2% | +8.8% | +9.0% |
| 30D | +17.2% | -2.5% | +19.7% | +17.9% |
| 3M | +11.4% | 0.0% | +11.5% | +11.2% |
| 6M | +137.5% | +7.6% | +129.9% | +135.3% |
| YTD | +193.1% | +37.5% | +155.6% | +179.6% |
| 1Y | +240.3% | +32.9% | +207.4% | +227.4% |
| All | +240.3% | +35.5% | +204.8% | +227.4% |
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