+43.5%
EQIX vs BB
+66.7%
-23.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.3% |
| 7D | +2.3% | +1.8% | +0.5% | +2.2% |
| 30D | +0.4% | -12.2% | +12.7% | +1.4% |
| 3M | -1.1% | -12.3% | +11.2% | -0.7% |
| 6M | +11.5% | +122.7% | -111.2% | +3.1% |
| YTD | +38.2% | +104.5% | -66.3% | +28.7% |
| 1Y | +36.7% | +106.7% | -70.0% | +26.7% |
| All | +43.5% | +66.7% | -23.2% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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