+208.8%
WELL vs EQIX
+31.3%
+177.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -1.1% | +2.3% | -3.5% | -1.9% |
| 30D | +0.7% | +0.4% | +0.3% | +0.5% |
| 3M | +14.5% | -1.1% | +15.6% | +14.6% |
| 6M | +14.4% | +11.5% | +2.9% | +9.6% |
| YTD | +28.5% | +38.2% | -9.8% | +13.5% |
| 1Y | +41.8% | +36.7% | +5.1% | +25.5% |
| 3Y | +202.8% | +44.1% | +158.7% | +156.7% |
| 5Y | +208.8% | +34.8% | +174.0% | +148.8% |
| All | +208.8% | +31.3% | +177.5% | +148.8% |
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