+406.7%
BNY vs EQIX
+246.8%
+159.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.3% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | -0.2% | -2.5% | +2.3% | +0.4% |
| 3M | +14.9% | 0.0% | +15.0% | +14.7% |
| 6M | +40.0% | +7.6% | +32.3% | +37.0% |
| YTD | +42.0% | +37.5% | +4.5% | +29.8% |
| 1Y | +56.9% | +32.9% | +23.9% | +44.5% |
| 3Y | +289.9% | +42.8% | +247.1% | +248.4% |
| 5Y | +259.2% | +35.8% | +223.4% | +217.1% |
| All | +406.7% | +246.8% | +159.9% | +283.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling