+533.2%
XYZ vs EQIX
+346.1%
+187.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.4% |
| 7D | -1.0% | -0.8% | -0.2% | -0.4% |
| 30D | -1.7% | -1.4% | -0.3% | -0.9% |
| 3M | +16.7% | -4.4% | +21.2% | +19.4% |
| 6M | +26.9% | +7.9% | +18.9% | +18.3% |
| YTD | +27.1% | +37.3% | -10.1% | -2.9% |
| 1Y | +9.3% | +37.8% | -28.5% | -17.3% |
| 3Y | +42.3% | +42.0% | +0.3% | +2.5% |
| 5Y | -69.3% | +29.6% | -99.0% | -76.5% |
| 10Y | +586.8% | +238.3% | +348.5% | +216.8% |
| All | +533.2% | +346.1% | +187.1% | +173.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling