+14.7%
XLF vs EQIX
+29.1%
-14.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.9% | -0.4% | +3.2% |
| 7D | +5.5% | +4.6% | +0.9% | +5.1% |
| 30D | +9.9% | +3.0% | +6.9% | +9.6% |
| 3M | +2.6% | +0.7% | +1.9% | +2.5% |
| 6M | +15.6% | -1.7% | +17.3% | +15.5% |
| YTD | +9.4% | +39.7% | -30.3% | +5.0% |
| 1Y | +14.7% | +29.7% | -15.0% | +14.0% |
| All | +14.7% | +29.1% | -14.4% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling