+36.4%
UPS vs EQIX
+246.8%
-210.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | -0.1% |
| 7D | -2.0% | +0.2% | -2.1% | -2.0% |
| 30D | -2.0% | -2.5% | +0.5% | -1.3% |
| 3M | -6.2% | 0.0% | -6.2% | -6.4% |
| 6M | +2.8% | +7.6% | -4.9% | +0.3% |
| YTD | +5.9% | +37.5% | -31.6% | -4.4% |
| 1Y | +26.2% | +32.9% | -6.7% | +14.8% |
| 3Y | -26.0% | +42.8% | -68.8% | -35.6% |
| 5Y | -34.3% | +35.8% | -70.1% | -43.1% |
| All | +36.4% | +246.8% | -210.4% | -7.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling