+1,425.2%
AMAT vs EQIX
+291.6%
+1,133.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.3% | +5.1% |
| 7D | +7.0% | +1.3% | +5.6% | +6.7% |
| 30D | -20.6% | +3.4% | -24.0% | -21.5% |
| 3M | -24.8% | +3.9% | -28.7% | -25.9% |
| 6M | -10.7% | -0.7% | -10.0% | -10.0% |
| YTD | +54.3% | +41.5% | +12.8% | +28.3% |
| 1Y | +73.7% | +32.9% | +40.9% | +49.2% |
| 3Y | +168.4% | +48.3% | +120.1% | +110.3% |
| 5Y | +167.6% | +52.3% | +115.2% | +102.3% |
| 10Y | +1,425.2% | +298.6% | +1,126.6% | +621.1% |
| All | +1,425.2% | +291.6% | +1,133.6% | +621.1% |
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