+244.0%
EQIX vs BR
+189.7%
+54.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +0.2% | -3.0% | +3.1% | +1.4% |
| 30D | -2.5% | -0.3% | -2.2% | -2.6% |
| 3M | 0.0% | +17.3% | -17.3% | -7.8% |
| 6M | +7.6% | -6.7% | +14.3% | +9.7% |
| YTD | +37.5% | -23.4% | +61.0% | +53.0% |
| 1Y | +32.9% | -32.7% | +65.6% | +57.5% |
| 3Y | +42.8% | -5.9% | +48.7% | +42.0% |
| 5Y | +35.8% | +8.4% | +27.4% | +23.7% |
| All | +244.0% | +189.7% | +54.3% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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