+906.3%
XBI vs EQIX
+2,966.6%
-2,060.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.9% |
| 7D | -4.6% | +0.2% | -4.8% | -4.7% |
| 30D | -2.0% | -2.5% | +0.5% | -1.1% |
| 3M | +17.8% | 0.0% | +17.8% | +17.4% |
| 6M | +23.7% | +7.6% | +16.1% | +20.0% |
| YTD | +28.2% | +37.5% | -9.3% | +12.8% |
| 1Y | +64.0% | +32.9% | +31.1% | +45.9% |
| 3Y | +99.4% | +42.8% | +56.6% | +70.0% |
| 5Y | +19.3% | +35.8% | -16.5% | +2.4% |
| 10Y | +158.7% | +247.0% | -88.3% | +54.8% |
| All | +906.3% | +2,966.6% | -2,060.3% | +145.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling