+83.6%
USB vs EQIX
+291.6%
-208.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.5% |
| 7D | -0.5% | +1.3% | -1.9% | -0.9% |
| 30D | +5.7% | +3.4% | +2.3% | +4.6% |
| 3M | -4.7% | +3.9% | -8.6% | -6.0% |
| 6M | +13.4% | -0.7% | +14.1% | +13.1% |
| YTD | +17.0% | +41.5% | -24.5% | +5.1% |
| 1Y | +32.4% | +32.9% | -0.5% | +21.0% |
| 3Y | +101.7% | +48.3% | +53.3% | +76.6% |
| 5Y | +24.4% | +52.3% | -27.9% | +6.3% |
| 10Y | +83.6% | +298.6% | -215.0% | +33.4% |
| All | +83.6% | +291.6% | -208.0% | +33.4% |
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 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