+1,880.0%
EQIX vs BUD
+217.8%
+1,662.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.1% |
| 7D | +4.1% | +1.0% | +3.0% | +3.7% |
| 30D | +5.8% | +6.7% | -0.9% | +3.3% |
| 3M | -1.4% | +5.7% | -7.1% | -3.7% |
| 6M | -1.2% | +5.8% | -7.0% | -3.8% |
| YTD | +39.6% | +34.4% | +5.2% | +25.4% |
| 1Y | +36.8% | +33.3% | +3.6% | +23.1% |
| 3Y | +47.3% | +48.8% | -1.6% | +25.8% |
| 5Y | +50.1% | +52.5% | -2.4% | +25.2% |
| 10Y | +293.3% | -4.0% | +297.3% | +267.6% |
| All | +1,880.0% | +217.8% | +1,662.2% | +830.0% |
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