+239.3%
EQIX vs BBWI
-57.7%
+297.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.4% | -1.7% |
| 7D | -1.6% | -8.0% | +6.4% | -0.7% |
| 30D | -0.4% | -6.6% | +6.3% | +0.2% |
| 3M | -0.9% | -2.7% | +1.8% | -1.1% |
| 6M | +8.1% | -12.8% | +20.9% | +8.8% |
| YTD | +35.7% | -10.5% | +46.1% | +35.7% |
| 1Y | +34.0% | -35.3% | +69.3% | +38.3% |
| 3Y | +41.4% | -47.7% | +89.2% | +46.3% |
| 5Y | +34.0% | -68.9% | +102.9% | +42.8% |
| All | +239.3% | -57.7% | +297.0% | +213.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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