+239.3%
EQIX vs BUD
-22.8%
+262.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -1.6% | -3.2% | +1.6% | -0.9% |
| 30D | -0.4% | -3.7% | +3.3% | +0.4% |
| 3M | -0.9% | -4.4% | +3.5% | 0.0% |
| 6M | +8.1% | +7.7% | +0.4% | +5.7% |
| YTD | +35.7% | +23.1% | +12.6% | +28.6% |
| 1Y | +34.0% | +33.6% | +0.3% | +24.4% |
| 3Y | +41.4% | +44.7% | -3.3% | +27.7% |
| 5Y | +34.0% | +44.9% | -10.9% | +19.7% |
| All | +239.3% | -22.8% | +262.2% | +234.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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