+72.3%
BA vs EQIX
+234.9%
-162.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | +2.5% | +1.3% | +1.1% | +1.9% |
| 30D | -10.1% | +0.3% | -10.4% | -10.3% |
| 3M | -2.4% | -1.6% | -0.8% | -2.2% |
| 6M | -8.8% | +12.2% | -21.0% | -13.0% |
| YTD | -2.9% | +38.0% | -40.9% | -14.8% |
| 1Y | -8.8% | +38.9% | -47.7% | -20.4% |
| 3Y | -0.3% | +43.8% | -44.1% | -16.2% |
| 5Y | -0.3% | +30.4% | -30.7% | -15.3% |
| 10Y | +72.3% | +238.6% | -166.3% | +7.4% |
| All | +72.3% | +234.9% | -162.5% | +7.4% |
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