+225.9%
WELL vs EQIX
+50.1%
+175.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.4% |
| 7D | +0.1% | +4.1% | -3.9% | -1.3% |
| 30D | +5.7% | +5.8% | -0.2% | +3.4% |
| 3M | +4.6% | -1.4% | +6.0% | +4.7% |
| 6M | +11.9% | -1.2% | +13.1% | +11.6% |
| YTD | +33.6% | +39.6% | -6.1% | +16.7% |
| 1Y | +29.8% | +36.8% | -7.1% | +14.1% |
| 3Y | +202.2% | +47.3% | +154.9% | +151.5% |
| All | +225.9% | +50.1% | +175.9% | +155.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling