+860.8%
XLK vs EQIX
+242.8%
+618.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.2% |
| 7D | -0.4% | -1.6% | +1.2% | -0.2% |
| 30D | -0.5% | -0.4% | -0.1% | -0.4% |
| 3M | +5.0% | -0.9% | +5.9% | +5.1% |
| 6M | +32.9% | +8.1% | +24.7% | +31.4% |
| YTD | +29.0% | +35.7% | -6.7% | +23.5% |
| 1Y | +37.8% | +34.0% | +3.9% | +32.1% |
| 3Y | +118.7% | +41.4% | +77.3% | +107.4% |
| 5Y | +145.6% | +34.0% | +111.5% | +133.8% |
| 10Y | +791.5% | +242.4% | +549.1% | +659.9% |
| All | +860.8% | +242.8% | +618.0% | +532.0% |
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 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