+237.0%
EQIX vs BBWI
+267.5%
-30.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -1.1% |
| 7D | -0.8% | +1.5% | -2.3% | -1.2% |
| 30D | -1.4% | -5.2% | +3.7% | -0.7% |
| 3M | -4.4% | +11.1% | -15.5% | -7.6% |
| 6M | +7.9% | -13.4% | +21.3% | +9.2% |
| YTD | +37.3% | +0.1% | +37.2% | +33.6% |
| 1Y | +37.8% | -36.1% | +73.9% | +46.6% |
| 3Y | +42.0% | -44.1% | +86.1% | +48.4% |
| 5Y | +29.6% | -66.2% | +95.9% | +45.9% |
| 10Y | +238.3% | -54.8% | +293.1% | +192.3% |
| All | +237.0% | +267.5% | -30.5% | +10.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling