+1,629.8%
EQIX vs BAH
+886.2%
+743.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.1% |
| 7D | -0.8% | -3.2% | +2.4% | 0.0% |
| 30D | -1.4% | +2.0% | -3.5% | -2.1% |
| 3M | -4.4% | -7.6% | +3.2% | -3.1% |
| 6M | +7.9% | -5.7% | +13.6% | +8.3% |
| YTD | +37.3% | -11.7% | +49.0% | +38.6% |
| 1Y | +37.8% | -27.4% | +65.2% | +45.8% |
| 3Y | +42.0% | -32.5% | +74.5% | +47.3% |
| 5Y | +29.6% | -3.3% | +33.0% | +18.2% |
| 10Y | +238.3% | +186.0% | +52.3% | +126.5% |
| All | +1,629.8% | +886.2% | +743.6% | +668.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling