+37.8%
EQIX vs BDX
+27.3%
+10.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.1% | -0.5% |
| 7D | -0.8% | -2.5% | +1.7% | -0.8% |
| 30D | -1.4% | +8.3% | -9.7% | -1.5% |
| 3M | -4.4% | +24.4% | -28.8% | -4.5% |
| 6M | +7.9% | +9.2% | -1.2% | +8.9% |
| YTD | +37.3% | +22.7% | +14.6% | +35.7% |
| 1Y | +37.8% | +25.9% | +11.9% | +36.7% |
| All | +37.8% | +27.3% | +10.5% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling