+59.7%
WM vs EQIX
+42.9%
+16.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.3% |
| 7D | +1.2% | -0.1% | +1.3% | +1.1% |
| 30D | +13.1% | -1.8% | +14.9% | +13.3% |
| 3M | +3.6% | -3.4% | +7.0% | +4.0% |
| 6M | +8.1% | -6.0% | +14.1% | +8.8% |
| YTD | +8.9% | +34.2% | -25.3% | +0.9% |
| 1Y | +20.3% | +26.2% | -5.9% | +13.0% |
| 3Y | +46.2% | +41.7% | +4.5% | +31.7% |
| All | +59.7% | +42.9% | +16.9% | +40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling