+43.8%
EQIX vs IBB
+64.8%
-21.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.3% |
| 7D | +1.3% | -1.7% | +3.0% | +2.0% |
| 30D | +0.3% | +4.9% | -4.5% | -1.8% |
| 3M | -1.6% | +24.2% | -25.8% | -10.4% |
| 6M | +12.2% | +23.8% | -11.7% | +1.9% |
| YTD | +38.0% | +23.0% | +15.0% | +25.3% |
| 1Y | +38.9% | +46.2% | -7.2% | +15.7% |
| 3Y | +43.8% | +64.8% | -21.0% | +9.4% |
| All | +43.8% | +64.8% | -21.0% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IBB 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling