+1,456.2%
EQIX vs BTG
+385.9%
+1,070.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | +0.1% |
| 7D | +2.3% | +2.4% | -0.1% | +2.2% |
| 30D | +0.4% | +9.5% | -9.0% | -0.2% |
| 3M | -1.1% | +38.5% | -39.6% | -3.6% |
| 6M | +11.5% | +5.6% | +5.8% | +10.4% |
| YTD | +38.2% | +23.9% | +14.3% | +34.8% |
| 1Y | +36.7% | +32.1% | +4.5% | +32.3% |
| 3Y | +44.1% | +103.2% | -59.1% | +33.9% |
| 5Y | +34.8% | +79.7% | -44.9% | +25.5% |
| 10Y | +248.8% | +159.1% | +89.7% | +208.1% |
| All | +1,456.2% | +385.9% | +1,070.3% | +895.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling