+242.8%
EQIX vs BAX
+90.6%
+152.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -1.8% |
| 7D | +4.1% | +0.1% | +4.0% | +4.0% |
| 30D | +5.8% | +4.1% | +1.7% | +4.4% |
| 3M | -1.4% | -4.5% | +3.2% | -0.6% |
| 6M | -1.2% | +49.2% | -50.5% | -12.4% |
| YTD | +39.6% | +35.2% | +4.4% | +24.6% |
| 1Y | +36.8% | +38.3% | -1.4% | +21.1% |
| 3Y | +47.3% | -19.0% | +66.3% | +47.0% |
| 5Y | +50.1% | -64.2% | +114.3% | +89.8% |
| 10Y | +293.3% | -35.7% | +329.0% | +312.0% |
| All | +242.8% | +90.6% | +152.2% | +257.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling