+1,846.5%
EQIX vs BUD
+201.1%
+1,645.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -0.8% | +0.3% | -1.1% | -0.9% |
| 30D | -1.4% | -5.7% | +4.2% | +0.3% |
| 3M | -4.4% | +3.1% | -7.5% | -5.6% |
| 6M | +7.9% | +7.9% | +0.1% | +4.6% |
| YTD | +37.3% | +27.3% | +9.9% | +26.0% |
| 1Y | +37.8% | +37.8% | 0.0% | +22.9% |
| 3Y | +42.0% | +49.8% | -7.9% | +21.4% |
| 5Y | +29.6% | +43.8% | -14.2% | +10.5% |
| 10Y | +238.3% | -22.6% | +261.0% | +249.9% |
| All | +1,846.5% | +201.1% | +1,645.4% | +834.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling