+34.0%
EQIX vs BHP
+112.0%
-78.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.3% | +3.5% | -0.7% |
| 7D | -1.6% | -3.7% | +2.1% | -0.9% |
| 30D | -0.4% | -0.8% | +0.5% | -0.3% |
| 3M | -0.9% | +7.6% | -8.5% | -2.8% |
| 6M | +8.1% | +20.8% | -12.7% | +3.0% |
| YTD | +35.7% | +50.8% | -15.1% | +22.2% |
| 1Y | +34.0% | +70.9% | -37.0% | +16.7% |
| 3Y | +41.4% | +78.0% | -36.6% | +19.7% |
| 5Y | +34.0% | +113.1% | -79.1% | +11.1% |
| All | +34.0% | +112.0% | -78.0% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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