+428.1%
WMT vs EQIX
+246.8%
+181.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | 0.0% | +1.0% |
| 7D | 0.0% | +0.2% | -0.2% | 0.0% |
| 30D | -7.4% | -2.5% | -4.9% | -6.9% |
| 3M | -10.9% | 0.0% | -10.8% | -11.1% |
| 6M | -12.7% | +7.6% | -20.3% | -14.6% |
| YTD | -3.2% | +37.5% | -40.7% | -11.0% |
| 1Y | +5.3% | +32.9% | -27.6% | -2.6% |
| 3Y | +101.9% | +42.8% | +59.1% | +80.8% |
| 5Y | +134.6% | +35.8% | +98.7% | +108.9% |
| All | +428.1% | +246.8% | +181.3% | +270.6% |
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