+27.6%
WMB vs EQIX
+35.5%
-7.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.6% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -0.4% | -2.5% | +2.0% | -0.1% |
| 3M | +3.2% | 0.0% | +3.3% | +3.4% |
| 6M | +0.1% | +7.6% | -7.6% | +0.1% |
| YTD | +23.9% | +37.5% | -13.6% | +22.8% |
| 1Y | +27.6% | +32.9% | -5.3% | +27.8% |
| All | +27.6% | +35.5% | -7.9% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling