+244.0%
EQIX vs AEE
+191.1%
+52.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +0.2% | -0.8% | +0.9% | +0.6% |
| 30D | -2.5% | -2.9% | +0.4% | -0.8% |
| 3M | 0.0% | -2.4% | +2.4% | +1.1% |
| 6M | +7.6% | -2.7% | +10.4% | +8.7% |
| YTD | +37.5% | +7.3% | +30.2% | +31.3% |
| 1Y | +32.9% | +7.5% | +25.4% | +26.6% |
| 3Y | +42.8% | +46.2% | -3.5% | +11.7% |
| 5Y | +35.8% | +39.7% | -3.9% | +8.7% |
| All | +244.0% | +191.1% | +52.8% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling