+786.4%
XLI vs EQIX
+249.3%
+537.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | -0.6% | +2.3% | -2.9% | -0.8% |
| 30D | -6.9% | +0.4% | -7.4% | -7.0% |
| 3M | -1.9% | -1.1% | -0.8% | -1.9% |
| 6M | +1.0% | +11.5% | -10.4% | -0.2% |
| YTD | +11.3% | +38.2% | -26.9% | +7.5% |
| 1Y | +15.8% | +36.7% | -20.9% | +11.9% |
| 3Y | +69.8% | +44.1% | +25.7% | +62.6% |
| 5Y | +80.9% | +34.8% | +46.0% | +73.5% |
| 10Y | +257.2% | +248.8% | +8.4% | +212.3% |
| All | +786.4% | +249.3% | +537.2% | +529.1% |
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