-61.6%
XYZ vs EQIX
+47.3%
-108.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.1% | -0.5% | +0.4% |
| 7D | +14.9% | +6.1% | +8.8% | +10.0% |
| 30D | +14.7% | +2.8% | +11.9% | +12.1% |
| 3M | +12.1% | +1.6% | +10.5% | +10.0% |
| 6M | +18.3% | -0.7% | +19.0% | +16.8% |
| YTD | +36.1% | +39.7% | -3.7% | -2.1% |
| 1Y | +35.3% | +30.6% | +4.7% | +3.4% |
| 3Y | +73.5% | +48.4% | +25.0% | +9.9% |
| 5Y | -61.6% | +46.0% | -107.6% | -77.0% |
| All | -61.6% | +47.3% | -108.9% | -77.0% |
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 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