-0.5%
UNH vs EQIX
+34.9%
-35.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.7% | -2.6% |
| 7D | -4.5% | +0.2% | -4.7% | -4.6% |
| 30D | -6.5% | -2.5% | -4.1% | -6.2% |
| 3M | -6.0% | 0.0% | -5.9% | -6.1% |
| 6M | +33.7% | +7.6% | +26.0% | +31.7% |
| YTD | +16.4% | +37.5% | -21.1% | +10.0% |
| 1Y | +10.1% | +32.9% | -22.8% | +4.6% |
| 3Y | -16.3% | +42.8% | -59.1% | -23.0% |
| All | -0.5% | +34.9% | -35.4% | -8.1% |
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