+48.7%
WM vs EQIX
+47.7%
+1.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.1% |
| 7D | +3.2% | +4.1% | -0.9% | +2.8% |
| 30D | +13.0% | +5.8% | +7.2% | +12.3% |
| 3M | +9.2% | -1.4% | +10.6% | +9.4% |
| 6M | +13.6% | -1.2% | +14.9% | +13.6% |
| YTD | +12.4% | +39.6% | -27.2% | +5.4% |
| 1Y | +21.2% | +36.8% | -15.6% | +14.1% |
| 3Y | +48.7% | +47.3% | +1.4% | +36.0% |
| All | +48.7% | +47.7% | +1.0% | +36.0% |
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 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