+34.0%
EQIX vs BEN
+36.2%
-2.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.4% |
| 7D | -1.6% | +0.3% | -2.0% | -1.8% |
| 30D | -0.4% | +0.9% | -1.3% | -0.7% |
| 3M | -0.9% | +9.2% | -10.1% | -4.1% |
| 6M | +8.1% | +36.8% | -28.6% | -3.8% |
| YTD | +35.7% | +44.4% | -8.7% | +17.6% |
| 1Y | +34.0% | +45.8% | -11.9% | +15.4% |
| 3Y | +41.4% | +52.5% | -11.1% | +16.1% |
| 5Y | +34.0% | +37.7% | -3.7% | +7.8% |
| All | +34.0% | +36.2% | -2.2% | +7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling