+45.5%
WM vs EQIX
+44.0%
+1.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.2% |
| 7D | -0.3% | -0.8% | +0.5% | -0.2% |
| 30D | -2.4% | -1.4% | -0.9% | -2.2% |
| 3M | +0.4% | -4.4% | +4.9% | +0.9% |
| 6M | -9.5% | +7.9% | -17.4% | -10.8% |
| YTD | +0.5% | +37.3% | -36.8% | -5.2% |
| 1Y | -1.1% | +37.8% | -38.9% | -6.7% |
| All | +45.5% | +44.0% | +1.4% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling