+1,232.4%
AMAT vs EQIX
+239.1%
+993.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.7% | +4.0% |
| 7D | -14.7% | -0.1% | -14.6% | -14.6% |
| 30D | -36.1% | -1.8% | -34.2% | -35.8% |
| 3M | -36.9% | -3.4% | -33.5% | -36.4% |
| 6M | -22.2% | -6.0% | -16.2% | -21.3% |
| YTD | +29.9% | +34.2% | -4.3% | +24.9% |
| 1Y | +43.3% | +26.2% | +17.0% | +38.8% |
| 3Y | +142.7% | +41.7% | +101.0% | +130.7% |
| 5Y | +126.2% | +43.1% | +83.1% | +114.9% |
| 10Y | +1,211.7% | +260.8% | +951.0% | +1,018.8% |
| All | +1,232.4% | +239.1% | +993.3% | +792.6% |
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