+34.0%
EQIX vs AEE
+38.5%
-4.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.2% |
| 7D | -1.6% | -0.7% | -1.0% | -1.3% |
| 30D | -0.4% | -2.0% | +1.6% | +0.7% |
| 3M | -0.9% | -2.8% | +1.9% | +0.4% |
| 6M | +8.1% | -3.6% | +11.7% | +9.7% |
| YTD | +35.7% | +7.3% | +28.4% | +29.6% |
| 1Y | +34.0% | +8.7% | +25.3% | +27.0% |
| 3Y | +41.4% | +46.0% | -4.6% | +11.2% |
| 5Y | +34.0% | +39.8% | -5.8% | +10.3% |
| All | +34.0% | +38.5% | -4.5% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling