+267.7%
UPS vs EQIX
+248.6%
+19.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.8% |
| 7D | -2.1% | +1.3% | -3.4% | -2.2% |
| 30D | -2.3% | +0.3% | -2.7% | -2.4% |
| 3M | -5.2% | -1.6% | -3.7% | -5.1% |
| 6M | +1.4% | +12.2% | -10.8% | +0.5% |
| YTD | +6.1% | +38.0% | -31.9% | +3.5% |
| 1Y | +27.0% | +38.9% | -11.9% | +23.7% |
| 3Y | -25.9% | +43.8% | -69.7% | -28.3% |
| 5Y | -34.6% | +30.4% | -64.9% | -36.4% |
| 10Y | +36.2% | +238.6% | -202.4% | +24.4% |
| All | +267.7% | +248.6% | +19.0% | +191.0% |
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