+266.3%
BAC vs EQIX
+252.9%
+13.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.3% |
| 7D | +3.2% | +4.1% | -0.8% | +2.6% |
| 30D | -0.7% | +5.8% | -6.5% | -1.6% |
| 3M | -20.0% | -1.4% | -18.6% | -19.9% |
| 6M | +3.4% | -1.2% | +4.7% | +3.4% |
| YTD | -5.7% | +39.6% | -45.4% | -10.8% |
| 1Y | -1.4% | +36.8% | -38.3% | -6.4% |
| 3Y | +97.9% | +47.3% | +50.7% | +84.9% |
| 5Y | +22.9% | +50.1% | -27.2% | +13.6% |
| 10Y | +235.3% | +293.3% | -57.9% | +166.5% |
| All | +266.3% | +252.9% | +13.5% | +128.4% |
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 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