+23.9%
BMY vs EQIX
+33.7%
-9.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.7% |
| 7D | -6.4% | -1.6% | -4.7% | -6.1% |
| 30D | +0.2% | -0.4% | +0.6% | +0.2% |
| 3M | +16.0% | -0.9% | +16.9% | +15.9% |
| 6M | +8.3% | +8.1% | +0.2% | +6.8% |
| YTD | +22.2% | +35.7% | -13.5% | +16.1% |
| 1Y | +41.7% | +34.0% | +7.7% | +34.8% |
| 3Y | +20.7% | +41.4% | -20.7% | +13.3% |
| 5Y | +23.9% | +34.0% | -10.1% | +15.9% |
| All | +23.9% | +33.7% | -9.8% | +15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling