+1,872.9%
EQIX vs BUD
+222.5%
+1,650.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.8% |
| 7D | +3.5% | +6.0% | -2.5% | +1.6% |
| 30D | +2.3% | +11.3% | -8.9% | -1.4% |
| 3M | +1.1% | +3.6% | -2.4% | -0.6% |
| 6M | -1.1% | +7.7% | -8.8% | -4.2% |
| YTD | +39.1% | +36.4% | +2.8% | +24.4% |
| 1Y | +29.5% | +37.8% | -8.3% | +15.3% |
| 3Y | +45.8% | +51.2% | -5.4% | +24.0% |
| 5Y | +48.4% | +53.4% | -5.0% | +23.7% |
| 10Y | +285.1% | -3.2% | +288.3% | +259.5% |
| All | +1,872.9% | +222.5% | +1,650.4% | +822.7% |
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