+25.1%
USB vs EQIX
+45.7%
-20.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +1.4% | +3.5% | -2.1% | +0.4% |
| 30D | +6.4% | +2.3% | +4.1% | +5.6% |
| 3M | -4.5% | +1.1% | -5.6% | -5.1% |
| 6M | +11.4% | -1.1% | +12.5% | +11.2% |
| YTD | +17.1% | +39.1% | -22.0% | +4.9% |
| 1Y | +32.6% | +29.5% | +3.1% | +21.5% |
| 3Y | +101.8% | +45.8% | +56.0% | +75.8% |
| 5Y | +25.1% | +48.4% | -23.3% | +1.5% |
| All | +25.1% | +45.7% | -20.6% | +1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling