+3,341.8%
V vs EQIX
+2,153.0%
+1,188.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +2.0% |
| 7D | +0.9% | +4.1% | -3.1% | -0.6% |
| 30D | +9.0% | +5.8% | +3.2% | +6.4% |
| 3M | +16.7% | -1.4% | +18.1% | +16.7% |
| 6M | +33.4% | -1.2% | +34.6% | +32.6% |
| YTD | +22.4% | +39.6% | -17.3% | +5.7% |
| 1Y | +27.7% | +36.8% | -9.2% | +11.1% |
| 3Y | +78.0% | +47.3% | +30.7% | +47.1% |
| 5Y | +108.5% | +50.1% | +58.4% | +66.6% |
| 10Y | +459.0% | +293.3% | +165.8% | +192.5% |
| All | +3,341.8% | +2,153.0% | +1,188.8% | +803.0% |
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