+604.5%
XYZ vs EQIX
+240.6%
+363.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -3.7% | +2.3% | -6.0% | -5.4% |
| 30D | +0.5% | +0.4% | +0.1% | 0.0% |
| 3M | +16.3% | -1.1% | +17.4% | +15.9% |
| 6M | +21.1% | +11.5% | +9.7% | +10.0% |
| YTD | +22.0% | +38.2% | -16.2% | -8.2% |
| 1Y | +5.2% | +36.7% | -31.5% | -20.6% |
| 3Y | +49.6% | +44.1% | +5.5% | +5.0% |
| 5Y | -68.4% | +34.8% | -103.3% | -76.7% |
| 10Y | +604.5% | +248.8% | +355.7% | +205.1% |
| All | +604.5% | +240.6% | +363.9% | +205.1% |
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 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