+285.0%
WMB vs EQIX
+31.3%
+253.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | 0.0% | +2.3% | -2.4% | -0.5% |
| 30D | +4.6% | +0.4% | +4.1% | +4.5% |
| 3M | +5.7% | -1.1% | +6.9% | +5.9% |
| 6M | +4.2% | +11.5% | -7.3% | +1.4% |
| YTD | +26.8% | +38.2% | -11.4% | +17.0% |
| 1Y | +34.7% | +36.7% | -2.0% | +24.3% |
| 3Y | +146.8% | +44.1% | +102.7% | +123.6% |
| 5Y | +285.0% | +34.8% | +250.2% | +238.2% |
| All | +285.0% | +31.3% | +253.8% | +238.2% |
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