+432.9%
WMB vs EQIX
+252.9%
+180.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.2% |
| 7D | +7.8% | +4.1% | +3.8% | +7.2% |
| 30D | -5.1% | +5.8% | -10.9% | -5.9% |
| 3M | -4.7% | -1.4% | -3.3% | -4.6% |
| 6M | -7.4% | -1.2% | -6.2% | -7.4% |
| YTD | +17.5% | +39.6% | -22.2% | +11.5% |
| 1Y | +19.5% | +36.8% | -17.4% | +13.7% |
| 3Y | +121.3% | +47.3% | +74.0% | +107.1% |
| 5Y | +200.5% | +50.1% | +150.4% | +178.0% |
| 10Y | +281.9% | +293.3% | -11.4% | +204.4% |
| All | +432.9% | +252.9% | +180.1% | +215.3% |
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