+2,926.4%
V vs EQIX
+2,114.9%
+811.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -1.7% | -0.8% | -0.9% | -1.4% |
| 30D | +2.0% | -1.4% | +3.4% | +2.4% |
| 3M | +17.4% | -4.4% | +21.8% | +18.7% |
| 6M | +17.5% | +7.9% | +9.5% | +13.3% |
| YTD | +7.6% | +37.3% | -29.7% | -6.1% |
| 1Y | +7.7% | +37.8% | -30.1% | -6.3% |
| 3Y | +54.7% | +42.0% | +12.7% | +29.8% |
| 5Y | +73.0% | +29.6% | +43.4% | +46.7% |
| 10Y | +390.9% | +238.3% | +152.5% | +173.0% |
| All | +2,926.4% | +2,114.9% | +811.5% | +702.6% |
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