+2,066.8%
WM vs EQIX
+239.1%
+1,827.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.2% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | +13.1% | -1.8% | +14.9% | +13.1% |
| 3M | +3.6% | -3.4% | +7.0% | +3.8% |
| 6M | +8.1% | -6.0% | +14.1% | +8.3% |
| YTD | +8.9% | +34.2% | -25.3% | +6.2% |
| 1Y | +20.3% | +26.2% | -5.9% | +17.9% |
| 3Y | +46.2% | +41.7% | +4.5% | +41.5% |
| 5Y | +59.9% | +43.1% | +16.8% | +54.0% |
| 10Y | +345.6% | +260.8% | +84.8% | +303.3% |
| All | +2,066.8% | +239.1% | +1,827.7% | +1,629.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling