+256.5%
BMY vs EQIX
+248.6%
+7.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.2% |
| 7D | -3.3% | +1.3% | -4.7% | -3.4% |
| 30D | 0.0% | +0.3% | -0.4% | -0.1% |
| 3M | +17.7% | -1.6% | +19.3% | +17.8% |
| 6M | +9.6% | +12.2% | -2.6% | +8.7% |
| YTD | +24.0% | +38.0% | -14.0% | +21.2% |
| 1Y | +45.1% | +38.9% | +6.2% | +41.8% |
| 3Y | +22.5% | +43.8% | -21.3% | +19.1% |
| 5Y | +22.3% | +30.4% | -8.1% | +19.0% |
| 10Y | +62.0% | +238.6% | -176.6% | +48.2% |
| All | +256.5% | +248.6% | +7.8% | +176.7% |
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