+807.2%
AZN vs EQIX
+242.8%
+564.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.6% | +1.9% |
| 7D | -3.1% | -1.6% | -1.5% | -3.0% |
| 30D | +0.6% | -0.4% | +0.9% | +0.6% |
| 3M | -10.8% | -0.9% | -9.9% | -10.8% |
| 6M | -18.1% | +8.1% | -26.3% | -18.7% |
| YTD | -12.3% | +35.7% | -47.9% | -14.3% |
| 1Y | -0.2% | +34.0% | -34.2% | -2.5% |
| 3Y | +23.4% | +41.4% | -18.1% | +19.7% |
| 5Y | +56.4% | +34.0% | +22.4% | +51.6% |
| 10Y | +225.7% | +242.4% | -16.7% | +196.1% |
| All | +807.2% | +242.8% | +564.3% | +565.2% |
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