+29.8%
WELL vs EQIX
+32.7%
-3.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | 0.0% |
| 7D | +0.1% | +4.1% | -3.9% | -0.4% |
| 30D | +5.7% | +5.8% | -0.2% | +4.9% |
| 3M | +4.6% | -1.4% | +6.0% | +4.9% |
| 6M | +11.9% | -1.2% | +13.1% | +12.2% |
| YTD | +33.6% | +39.6% | -6.1% | +28.3% |
| 1Y | +29.8% | +36.8% | -7.1% | +24.1% |
| All | +29.8% | +32.7% | -3.0% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling