+144.1%
UMC vs EQIX
+34.9%
+109.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +1.8% |
| 7D | +9.0% | +0.2% | +8.8% | +9.0% |
| 30D | +17.2% | -2.5% | +19.7% | +18.3% |
| 3M | +11.4% | 0.0% | +11.5% | +11.0% |
| 6M | +137.5% | +7.6% | +129.9% | +129.9% |
| YTD | +193.1% | +37.5% | +155.6% | +155.5% |
| 1Y | +240.3% | +32.9% | +207.4% | +200.4% |
| 3Y | +262.2% | +42.8% | +219.4% | +201.4% |
| All | +144.1% | +34.9% | +109.3% | +90.1% |
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