+794.2%
XLB vs EQIX
+246.9%
+547.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.3% |
| 7D | -1.4% | -0.8% | -0.6% | -1.3% |
| 30D | -0.4% | -1.4% | +1.1% | -0.3% |
| 3M | +2.0% | -4.4% | +6.4% | +2.4% |
| 6M | +1.8% | +7.9% | -6.1% | +0.9% |
| YTD | +16.6% | +37.3% | -20.7% | +12.3% |
| 1Y | +16.9% | +37.8% | -20.9% | +12.5% |
| 3Y | +32.6% | +42.0% | -9.4% | +26.6% |
| 5Y | +35.6% | +29.6% | +6.0% | +30.2% |
| 10Y | +160.0% | +238.3% | -78.3% | +125.0% |
| All | +794.2% | +246.9% | +547.3% | +514.8% |
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 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