+4,993.5%
WELL vs EQIX
+246.9%
+4,746.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -0.8% | -0.8% | 0.0% | -0.7% |
| 30D | -0.1% | -1.4% | +1.4% | +0.1% |
| 3M | +18.0% | -4.4% | +22.5% | +18.5% |
| 6M | +15.0% | +7.9% | +7.0% | +14.0% |
| YTD | +28.6% | +37.3% | -8.7% | +24.5% |
| 1Y | +42.9% | +37.8% | +5.1% | +38.3% |
| 3Y | +203.0% | +42.0% | +161.0% | +191.5% |
| 5Y | +206.9% | +29.6% | +177.2% | +196.5% |
| 10Y | +339.5% | +238.3% | +101.1% | +292.4% |
| All | +4,993.5% | +246.9% | +4,746.6% | +3,783.9% |
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 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