+239.3%
EQIX vs BHP
+3,495.5%
-3,256.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +2.3% | +0.9% | +1.4% | +2.0% |
| 30D | +0.4% | +4.0% | -3.6% | -1.0% |
| 3M | -1.1% | +11.3% | -12.4% | -5.1% |
| 6M | +11.5% | +29.3% | -17.9% | +1.1% |
| YTD | +38.2% | +59.2% | -21.0% | +16.1% |
| 1Y | +36.7% | +80.8% | -44.2% | +9.5% |
| 3Y | +44.1% | +88.0% | -43.9% | +11.6% |
| 5Y | +34.8% | +126.6% | -91.8% | -5.4% |
| 10Y | +248.8% | +515.7% | -266.9% | +54.4% |
| All | +239.3% | +3,495.5% | -3,256.2% | -18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling