+163.6%
W vs EQIX
+584.4%
-420.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.9% |
| 7D | -4.2% | -0.8% | -3.4% | -3.5% |
| 30D | -7.6% | -1.4% | -6.1% | -6.7% |
| 3M | +37.2% | -4.4% | +41.6% | +41.1% |
| 6M | +26.3% | +7.9% | +18.4% | +18.3% |
| YTD | -1.0% | +37.3% | -38.3% | -25.1% |
| 1Y | +20.1% | +37.8% | -17.7% | -10.3% |
| 3Y | +37.8% | +42.0% | -4.2% | -0.2% |
| 5Y | -63.7% | +29.6% | -93.3% | -71.7% |
| 10Y | +156.3% | +238.3% | -82.0% | +14.6% |
| All | +163.6% | +584.4% | -420.8% | -20.1% |
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