+36.5%
EQIX vs BTG
+78.0%
-41.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | +0.2% | -3.8% | +3.9% | +0.6% |
| 30D | -2.5% | +3.6% | -6.1% | -3.0% |
| 3M | 0.0% | +32.0% | -32.1% | -3.9% |
| 6M | +7.6% | +3.4% | +4.3% | +6.2% |
| YTD | +37.5% | +20.8% | +16.7% | +31.2% |
| 1Y | +32.9% | +22.4% | +10.5% | +25.5% |
| 3Y | +42.8% | +91.7% | -49.0% | +20.7% |
| All | +36.5% | +78.0% | -41.5% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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