+4,282.1%
UNP vs EQIX
+246.9%
+4,035.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.2% |
| 7D | -5.3% | -0.8% | -4.5% | -5.3% |
| 30D | -1.5% | -1.4% | -0.1% | -1.4% |
| 3M | +10.3% | -4.4% | +14.7% | +10.6% |
| 6M | +9.7% | +7.9% | +1.7% | +8.7% |
| YTD | +27.1% | +37.3% | -10.2% | +23.0% |
| 1Y | +32.6% | +37.8% | -5.2% | +28.2% |
| 3Y | +40.0% | +42.0% | -2.0% | +34.4% |
| 5Y | +50.8% | +29.6% | +21.2% | +45.2% |
| 10Y | +278.6% | +238.3% | +40.3% | +233.2% |
| All | +4,282.1% | +246.9% | +4,035.2% | +3,190.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling