+295.4%
WMB vs EQIX
+242.1%
+53.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -2.6% |
| 7D | -1.7% | -1.6% | 0.0% | -1.2% |
| 30D | +0.7% | -0.4% | +1.1% | +0.8% |
| 3M | +1.5% | -0.9% | +2.4% | +1.6% |
| 6M | +0.1% | +8.1% | -8.1% | -2.3% |
| YTD | +22.9% | +35.7% | -12.7% | +12.4% |
| 1Y | +27.9% | +34.0% | -6.1% | +17.1% |
| 3Y | +139.1% | +41.4% | +97.7% | +113.2% |
| 5Y | +270.9% | +34.0% | +236.9% | +228.8% |
| All | +295.4% | +242.1% | +53.3% | +146.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling