+43.5%
EQIX vs BBWI
-47.8%
+91.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +0.9% |
| 7D | +2.3% | -4.4% | +6.8% | +2.8% |
| 30D | +0.4% | -7.4% | +7.8% | +1.1% |
| 3M | -1.1% | -2.2% | +1.1% | -1.4% |
| 6M | +11.5% | -16.3% | +27.8% | +12.8% |
| YTD | +38.2% | -9.1% | +47.4% | +37.9% |
| 1Y | +36.7% | -34.5% | +71.2% | +42.6% |
| All | +43.5% | -47.8% | +91.3% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling