+52.0%
V vs EQIX
+43.4%
+8.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.9% | +2.3% | -5.2% | -3.3% |
| 30D | +1.9% | +0.4% | +1.4% | +1.7% |
| 3M | +13.2% | -1.1% | +14.3% | +13.2% |
| 6M | +16.7% | +11.5% | +5.3% | +13.6% |
| YTD | +5.4% | +38.2% | -32.8% | -3.1% |
| 1Y | +7.7% | +36.7% | -29.0% | -0.9% |
| All | +52.0% | +43.4% | +8.7% | +40.9% |
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