-68.6%
XYZ vs EQIX
+30.6%
-99.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.6% |
| 7D | +2.9% | +1.3% | +1.5% | +1.7% |
| 30D | +1.4% | +0.3% | +1.1% | +0.9% |
| 3M | +14.6% | -1.6% | +16.1% | +14.6% |
| 6M | +20.8% | +12.2% | +8.6% | +8.2% |
| YTD | +23.1% | +38.0% | -14.9% | -9.9% |
| 1Y | +5.6% | +38.9% | -33.3% | -23.7% |
| 3Y | +50.9% | +43.8% | +7.1% | -0.1% |
| 5Y | -68.6% | +30.4% | -98.9% | -80.1% |
| All | -68.6% | +30.6% | -99.2% | -80.1% |
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