-30.9%
AMT vs EQIX
+31.3%
-62.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.3% |
| 7D | +1.5% | +2.3% | -0.9% | +0.3% |
| 30D | +3.7% | +0.4% | +3.3% | +3.4% |
| 3M | -7.2% | -1.1% | -6.1% | -7.3% |
| 6M | -4.2% | +11.5% | -15.6% | -10.1% |
| YTD | +1.9% | +38.2% | -36.3% | -14.9% |
| 1Y | -6.4% | +36.7% | -43.0% | -21.6% |
| 3Y | +7.7% | +44.1% | -36.3% | -16.1% |
| 5Y | -30.9% | +34.8% | -65.7% | -47.4% |
| All | -30.9% | +31.3% | -62.2% | -47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling