+31.8%
USB vs EQIX
+26.6%
+5.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.6% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | +5.8% | -1.8% | +7.7% | +6.1% |
| 3M | -6.0% | -3.4% | -2.6% | -5.7% |
| 6M | +7.8% | -6.0% | +13.8% | +8.2% |
| YTD | +14.6% | +34.2% | -19.6% | +14.1% |
| 1Y | +31.8% | +26.2% | +5.5% | +33.5% |
| All | +31.8% | +26.6% | +5.2% | +33.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling