+40.3%
BMY vs EQIX
+35.5%
+4.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.5% |
| 7D | -4.8% | +0.2% | -4.9% | -4.8% |
| 30D | -0.1% | -2.5% | +2.4% | +0.3% |
| 3M | +13.1% | 0.0% | +13.2% | +12.7% |
| 6M | +8.4% | +7.6% | +0.8% | +6.0% |
| YTD | +22.0% | +37.5% | -15.5% | +10.6% |
| 1Y | +40.3% | +32.9% | +7.4% | +28.9% |
| All | +40.3% | +35.5% | +4.8% | +28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling