+12.5%
WFC vs EQIX
+33.7%
-21.2%
-23.0%
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 | +0.3% | -1.6% | +1.9% | +0.5% |
| 30D | +2.3% | -0.4% | +2.6% | +2.2% |
| 3M | +9.8% | -0.9% | +10.7% | +9.7% |
| 6M | +15.6% | +8.1% | +7.4% | +14.4% |
| YTD | -2.4% | +35.7% | -38.1% | -9.7% |
| All | +12.5% | +33.7% | -21.2% | +5.7% |
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