+28.4%
XLY vs EQIX
+34.9%
-6.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.4% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | -4.2% | -2.5% | -1.7% | -3.3% |
| 3M | -2.7% | 0.0% | -2.6% | -3.3% |
| 6M | -0.6% | +7.6% | -8.3% | -4.2% |
| YTD | -5.0% | +37.5% | -42.5% | -18.0% |
| 1Y | -4.1% | +32.9% | -37.0% | -16.2% |
| 3Y | +33.6% | +42.8% | -9.2% | +10.4% |
| All | +28.4% | +34.9% | -6.5% | +0.1% |
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 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