+244.0%
EQIX vs IBN
+324.2%
-80.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +1.0% |
| 7D | +0.2% | -3.0% | +3.2% | +0.8% |
| 30D | -2.5% | -1.5% | -1.0% | -2.2% |
| 3M | 0.0% | +7.9% | -8.0% | -1.6% |
| 6M | +7.6% | +8.6% | -1.0% | +5.7% |
| YTD | +37.5% | -0.6% | +38.1% | +37.3% |
| 1Y | +32.9% | -7.3% | +40.2% | +34.3% |
| 3Y | +42.8% | +26.2% | +16.5% | +34.6% |
| 5Y | +35.8% | +57.8% | -22.0% | +22.2% |
| All | +244.0% | +324.2% | -80.3% | +167.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling