+328.7%
WM vs EQIX
+268.4%
+60.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.1% | -4.0% | -0.9% |
| 7D | -0.5% | +6.1% | -6.6% | -2.0% |
| 30D | +13.3% | +2.8% | +10.5% | +12.2% |
| 3M | +4.4% | +1.6% | +2.8% | +3.5% |
| 6M | +10.8% | -0.7% | +11.5% | +10.2% |
| YTD | +9.1% | +39.7% | -30.7% | -1.7% |
| 1Y | +19.1% | +30.6% | -11.5% | +9.3% |
| 3Y | +45.7% | +48.4% | -2.8% | +26.7% |
| 5Y | +60.4% | +46.0% | +14.4% | +37.2% |
| 10Y | +328.7% | +267.7% | +61.1% | +192.8% |
| All | +328.7% | +268.4% | +60.3% | +192.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling