+21.8%
WM vs EQIX
+33.7%
-11.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +1.6% |
| 7D | +1.2% | +7.6% | -6.4% | +2.0% |
| 30D | +15.2% | +5.2% | +10.0% | +16.1% |
| 3M | +8.3% | +0.8% | +7.5% | +8.9% |
| 6M | +13.1% | +0.2% | +12.9% | +14.0% |
| YTD | +12.5% | +42.2% | -29.6% | +14.2% |
| 1Y | +21.8% | +34.7% | -13.0% | +24.0% |
| All | +21.8% | +33.7% | -11.9% | +24.0% |
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