+20.7%
XYZ vs EQIX
+29.1%
-8.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.9% | +11.4% | +14.8% |
| 7D | +16.5% | +4.6% | +11.9% | +16.0% |
| 30D | +15.0% | +3.0% | +12.0% | +14.5% |
| 3M | +3.5% | +0.7% | +2.8% | +3.3% |
| 6M | +21.9% | -1.7% | +23.6% | +21.4% |
| YTD | +34.6% | +39.7% | -5.1% | +33.6% |
| 1Y | +20.7% | +29.7% | -9.0% | +25.4% |
| All | +20.7% | +29.1% | -8.3% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling