+36.5%
EQIX vs BWA
+85.3%
-48.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.5% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +0.4% | -5.6% | +6.0% | +1.6% |
| 3M | -1.1% | -10.7% | +9.6% | +1.0% |
| 6M | +11.5% | +23.2% | -11.7% | +5.6% |
| YTD | +38.2% | +46.0% | -7.8% | +24.8% |
| 1Y | +36.7% | +51.2% | -14.5% | +22.2% |
| 3Y | +44.1% | +69.6% | -25.5% | +22.6% |
| All | +36.5% | +85.3% | -48.8% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 5y: compounded portfolio wealth divided by compounded BWA 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…
5y analysis · Full analysis span regression · 6 months rolling