+1,188.5%
WDC vs EQIX
+246.8%
+941.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.4% | -4.3% | -3.7% |
| 7D | -4.3% | +0.2% | -4.5% | -4.4% |
| 30D | -1.5% | -2.5% | +1.0% | -0.2% |
| 3M | -15.5% | 0.0% | -15.4% | -15.3% |
| 6M | +66.5% | +7.6% | +58.8% | +61.4% |
| YTD | +159.9% | +37.5% | +122.3% | +123.8% |
| 1Y | +366.0% | +32.9% | +333.0% | +306.1% |
| 3Y | +1,285.8% | +42.8% | +1,243.1% | +1,049.3% |
| 5Y | +925.6% | +35.8% | +889.7% | +747.3% |
| All | +1,188.5% | +246.8% | +941.8% | +569.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling