+54.9%
XLE vs EQIX
+43.2%
+11.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | 0.0% | +1.3% | -1.3% | -0.2% |
| 30D | +12.6% | +0.3% | +12.3% | +12.5% |
| 3M | +11.8% | -1.6% | +13.4% | +11.9% |
| 6M | +16.1% | +12.2% | +3.9% | +13.8% |
| YTD | +46.9% | +38.0% | +8.9% | +38.5% |
| 1Y | +53.3% | +38.9% | +14.3% | +44.2% |
| 3Y | +54.9% | +43.8% | +11.1% | +42.5% |
| All | +54.9% | +43.2% | +11.8% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling