+28.1%
BA vs EQIX
+268.4%
-240.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -2.1% |
| 7D | -1.7% | +6.1% | -7.8% | -3.9% |
| 30D | -9.5% | +2.8% | -12.2% | -10.6% |
| 3M | -26.5% | +1.6% | -28.1% | -27.3% |
| 6M | -27.4% | -0.7% | -26.7% | -27.8% |
| YTD | -20.6% | +39.7% | -60.3% | -31.0% |
| 1Y | -11.4% | +30.6% | -42.0% | -21.1% |
| 3Y | -10.8% | +48.4% | -59.3% | -26.3% |
| 5Y | -21.9% | +46.0% | -67.9% | -36.6% |
| 10Y | +28.1% | +267.7% | -239.5% | -20.3% |
| All | +28.1% | +268.4% | -240.3% | -20.3% |
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