+718.0%
XLV vs EQIX
+247.5%
+470.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.3% |
| 7D | -3.6% | +0.2% | -3.7% | -3.6% |
| 30D | -1.8% | -2.5% | +0.6% | -1.7% |
| 3M | +7.8% | 0.0% | +7.8% | +7.7% |
| 6M | +9.1% | +7.6% | +1.5% | +8.3% |
| YTD | +7.7% | +37.5% | -29.8% | +4.8% |
| 1Y | +20.4% | +32.9% | -12.5% | +17.4% |
| 3Y | +30.8% | +42.8% | -12.0% | +26.4% |
| 5Y | +34.6% | +35.8% | -1.2% | +30.0% |
| 10Y | +173.4% | +247.0% | -73.6% | +146.9% |
| All | +718.0% | +247.5% | +470.5% | +547.0% |
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