+555.9%
XYZ vs EQIX
+359.9%
+195.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | -1.1% |
| 7D | -2.2% | +1.3% | -3.5% | -3.1% |
| 30D | +11.6% | +3.4% | +8.2% | +8.8% |
| 3M | +8.4% | +3.9% | +4.5% | +4.9% |
| 6M | +17.2% | -0.7% | +17.9% | +16.0% |
| YTD | +31.7% | +41.5% | -9.8% | -1.9% |
| 1Y | +30.1% | +32.9% | -2.8% | +1.5% |
| 3Y | +66.4% | +48.3% | +18.1% | +15.6% |
| 5Y | -62.2% | +52.3% | -114.5% | -74.0% |
| 10Y | +621.5% | +298.6% | +322.9% | +210.8% |
| All | +555.9% | +359.9% | +195.9% | +176.6% |
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