+149.7%
XBI vs EQIX
+246.8%
-97.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.0% |
| 7D | -4.6% | +0.2% | -4.8% | -4.7% |
| 30D | -2.0% | -2.5% | +0.5% | -1.0% |
| 3M | +17.8% | 0.0% | +17.8% | +17.3% |
| 6M | +23.7% | +7.6% | +16.1% | +19.4% |
| YTD | +28.2% | +37.5% | -9.3% | +10.4% |
| 1Y | +64.0% | +32.9% | +31.1% | +43.1% |
| 3Y | +99.4% | +42.8% | +56.6% | +64.9% |
| 5Y | +19.3% | +35.8% | -16.5% | -1.5% |
| All | +149.7% | +246.8% | -97.1% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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