+135.9%
XLU vs EQIX
+246.8%
-110.9%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.8% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | -3.3% | -2.5% | -0.8% | -2.5% |
| 3M | -3.2% | 0.0% | -3.1% | -3.5% |
| 6M | -7.0% | +7.6% | -14.6% | -9.9% |
| YTD | +0.6% | +37.5% | -36.9% | -11.5% |
| 1Y | +2.4% | +32.9% | -30.5% | -9.0% |
| 3Y | +46.3% | +42.8% | +3.5% | +23.3% |
| 5Y | +44.0% | +35.8% | +8.1% | +20.8% |
| All | +135.9% | +246.8% | -110.9% | +33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling