+81.8%
XLI vs EQIX
+34.9%
+47.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.7% |
| 7D | -1.7% | +0.2% | -1.8% | -1.7% |
| 30D | -7.3% | -2.5% | -4.8% | -6.6% |
| 3M | -1.3% | 0.0% | -1.3% | -1.6% |
| 6M | +2.2% | +7.6% | -5.4% | -0.3% |
| YTD | +11.7% | +37.5% | -25.8% | +0.6% |
| 1Y | +14.3% | +32.9% | -18.6% | +3.8% |
| 3Y | +70.3% | +42.8% | +27.6% | +48.8% |
| All | +81.8% | +34.9% | +47.0% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling