+32.9%
EQIX vs AEE
+8.8%
+24.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +0.2% | -0.8% | +0.9% | +0.5% |
| 30D | -2.5% | -2.9% | +0.4% | -1.2% |
| 3M | 0.0% | -2.4% | +2.4% | +0.7% |
| 6M | +7.6% | -2.7% | +10.4% | +8.0% |
| YTD | +37.5% | +7.3% | +30.2% | +30.5% |
| 1Y | +32.9% | +7.5% | +25.4% | +27.8% |
| All | +32.9% | +8.8% | +24.1% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling