+741.2%
AMGN vs EQIX
+249.3%
+492.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -11.6% | +2.3% | -14.0% | -11.8% |
| 30D | -5.7% | +0.4% | -6.1% | -5.7% |
| 3M | +14.2% | -1.1% | +15.3% | +14.2% |
| 6M | +5.2% | +11.5% | -6.3% | +4.3% |
| YTD | +22.0% | +38.2% | -16.2% | +19.0% |
| 1Y | +43.6% | +36.7% | +7.0% | +40.2% |
| 3Y | +65.0% | +44.1% | +20.9% | +59.9% |
| 5Y | +112.0% | +34.8% | +77.2% | +105.4% |
| 10Y | +216.6% | +248.8% | -32.2% | +188.2% |
| All | +741.2% | +249.3% | +492.0% | +552.9% |
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