+244.0%
EQIX vs BAX
-38.1%
+282.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +2.9% | +1.7% |
| 7D | +0.2% | -7.9% | +8.0% | +2.1% |
| 30D | -2.5% | -11.7% | +9.2% | +0.3% |
| 3M | 0.0% | +16.2% | -16.2% | -4.2% |
| 6M | +7.6% | +32.0% | -24.3% | -0.5% |
| YTD | +37.5% | +24.7% | +12.8% | +26.7% |
| 1Y | +32.9% | -2.6% | +35.5% | +30.6% |
| 3Y | +42.8% | -35.0% | +77.7% | +53.8% |
| 5Y | +35.8% | -67.6% | +103.4% | +89.5% |
| All | +244.0% | -38.1% | +282.1% | +308.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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