+43.8%
EQIX vs BAH
-32.1%
+75.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.6% |
| 7D | +1.3% | -4.3% | +5.7% | +1.6% |
| 30D | +0.3% | -4.5% | +4.8% | +0.6% |
| 3M | -1.6% | -7.6% | +6.0% | -1.4% |
| 6M | +12.2% | -10.6% | +22.8% | +12.5% |
| YTD | +38.0% | -12.6% | +50.5% | +38.1% |
| 1Y | +38.9% | -27.0% | +65.9% | +41.2% |
| 3Y | +43.8% | -31.5% | +75.3% | +40.1% |
| All | +43.8% | -32.1% | +75.9% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 3y: compounded portfolio wealth divided by compounded BAH 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…
3y analysis · Full analysis span regression · 6 months rolling