+692.7%
WFC vs EQIX
+248.6%
+444.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.3% |
| 7D | +1.1% | +1.3% | -0.3% | +0.9% |
| 30D | +0.8% | +0.3% | +0.5% | +0.7% |
| 3M | +9.3% | -1.6% | +10.8% | +9.4% |
| 6M | +10.6% | +12.2% | -1.5% | +9.1% |
| YTD | -4.1% | +38.0% | -42.0% | -7.8% |
| 1Y | +13.6% | +38.9% | -25.4% | +9.0% |
| 3Y | +130.7% | +43.8% | +86.9% | +119.7% |
| 5Y | +126.7% | +30.4% | +96.4% | +116.8% |
| 10Y | +132.1% | +238.6% | -106.5% | +98.3% |
| All | +692.7% | +248.6% | +444.1% | +430.1% |
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 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