+467.8%
WMB vs EQIX
+246.9%
+220.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +0.6% | -0.8% | +1.4% | +0.7% |
| 30D | +3.3% | -1.4% | +4.7% | +3.5% |
| 3M | +3.1% | -4.4% | +7.6% | +3.7% |
| 6M | -0.7% | +7.9% | -8.7% | -2.0% |
| YTD | +25.2% | +37.3% | -12.1% | +19.1% |
| 1Y | +32.9% | +37.8% | -4.9% | +26.2% |
| 3Y | +140.6% | +42.0% | +98.6% | +126.3% |
| 5Y | +273.5% | +29.6% | +243.8% | +252.5% |
| 10Y | +334.2% | +238.3% | +95.9% | +253.3% |
| All | +467.8% | +246.9% | +220.9% | +236.9% |
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