+244.0%
EQIX vs BEN
+56.6%
+187.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +0.2% | -3.1% | +3.3% | +1.0% |
| 30D | -2.5% | +0.2% | -2.7% | -2.6% |
| 3M | 0.0% | +6.8% | -6.9% | -1.9% |
| 6M | +7.6% | +38.1% | -30.5% | -1.6% |
| YTD | +37.5% | +44.3% | -6.8% | +23.8% |
| 1Y | +32.9% | +42.6% | -9.7% | +19.8% |
| 3Y | +42.8% | +52.3% | -9.6% | +24.0% |
| 5Y | +35.8% | +37.6% | -1.8% | +18.5% |
| All | +244.0% | +56.6% | +187.3% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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