+43.5%
EQIX vs BAX
-33.8%
+77.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.3% |
| 7D | +2.3% | -5.1% | +7.4% | +2.7% |
| 30D | +0.4% | -12.2% | +12.6% | +1.4% |
| 3M | -1.1% | +21.8% | -22.9% | -2.8% |
| 6M | +11.5% | +36.3% | -24.8% | +8.4% |
| YTD | +38.2% | +27.8% | +10.4% | +33.3% |
| 1Y | +36.7% | -0.1% | +36.7% | +36.4% |
| All | +43.5% | -33.8% | +77.2% | +50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling