-2.7%
BND vs EQIX
+34.9%
-37.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.2% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -1.1% | -2.5% | +1.4% | -1.0% |
| 3M | -1.9% | 0.0% | -1.8% | -1.9% |
| 6M | -1.6% | +7.6% | -9.3% | -2.2% |
| YTD | -1.2% | +37.5% | -38.8% | -3.5% |
| 1Y | -0.7% | +32.9% | -33.6% | -2.8% |
| 3Y | +12.5% | +42.8% | -30.2% | +8.9% |
| All | -2.7% | +34.9% | -37.6% | -7.4% |
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 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