+57.7%
USAR vs EQIX
+40.7%
+17.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.8% | -4.1% | -6.0% |
| 7D | -9.3% | -1.6% | -7.7% | -9.3% |
| 30D | -15.2% | -0.4% | -14.8% | -15.1% |
| 3M | -21.1% | -0.9% | -20.2% | -21.1% |
| 6M | -21.6% | +8.1% | -29.7% | -20.8% |
| YTD | +34.8% | +35.7% | -0.9% | +39.6% |
| 1Y | +15.6% | +34.0% | -18.3% | +20.0% |
| All | +57.7% | +40.7% | +17.0% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling