+92.5%
USB vs EQIX
+38.4%
+54.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.4% | +3.3% | -0.8% |
| 7D | -1.5% | -3.8% | +2.3% | -0.5% |
| 30D | +4.3% | -4.8% | +9.1% | +5.5% |
| 3M | -6.1% | -5.1% | -1.0% | -5.0% |
| 6M | +9.4% | -6.6% | +16.0% | +10.9% |
| YTD | +15.2% | +32.2% | -17.0% | +5.1% |
| 1Y | +32.8% | +23.9% | +8.8% | +23.6% |
| All | +92.5% | +38.4% | +54.1% | +61.5% |
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 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