+30.4%
EQIX vs ACM
+4.8%
+25.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | +0.3% | -12.9% | +13.3% | +4.0% |
| 3M | -1.6% | -6.4% | +4.8% | -0.5% |
| 6M | +12.2% | -29.2% | +41.4% | +23.7% |
| YTD | +38.0% | -29.9% | +67.9% | +50.1% |
| 1Y | +38.9% | -47.3% | +86.2% | +69.9% |
| 3Y | +43.8% | -19.6% | +63.4% | +39.5% |
| 5Y | +30.4% | +5.5% | +24.8% | +11.0% |
| All | +30.4% | +4.8% | +25.6% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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