+495.4%
USB vs EQIX
+234.0%
+261.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.4% | +3.3% | -1.5% |
| 7D | -1.5% | -3.8% | +2.3% | -1.1% |
| 30D | +4.3% | -4.8% | +9.1% | +4.8% |
| 3M | -6.1% | -5.1% | -1.0% | -5.6% |
| 6M | +9.4% | -6.6% | +16.0% | +10.1% |
| YTD | +15.2% | +32.2% | -17.0% | +11.3% |
| 1Y | +32.8% | +23.9% | +8.8% | +29.2% |
| 3Y | +91.3% | +37.9% | +53.4% | +83.4% |
| 5Y | +22.7% | +40.9% | -18.2% | +16.7% |
| 10Y | +97.0% | +255.3% | -158.3% | +69.0% |
| All | +495.4% | +234.0% | +261.5% | +316.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling