+244.0%
EQIX vs BTI
+73.8%
+170.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.2% |
| 7D | +0.2% | -0.2% | +0.4% | +0.2% |
| 30D | -2.5% | -1.1% | -1.4% | -2.3% |
| 3M | 0.0% | -8.8% | +8.7% | +2.0% |
| 6M | +7.6% | -4.0% | +11.6% | +8.0% |
| YTD | +37.5% | +0.4% | +37.2% | +36.2% |
| 1Y | +32.9% | +1.9% | +31.0% | +30.9% |
| 3Y | +42.8% | +108.5% | -65.8% | +13.8% |
| 5Y | +35.8% | +118.5% | -82.7% | +5.7% |
| All | +244.0% | +73.8% | +170.2% | +155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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