+238.7%
EQIX vs AEE
+765.1%
-526.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | 0.0% |
| 7D | +1.3% | +1.3% | 0.0% | +0.6% |
| 30D | +0.3% | -1.2% | +1.6% | +1.0% |
| 3M | -1.6% | +1.0% | -2.6% | -2.4% |
| 6M | +12.2% | -2.3% | +14.5% | +13.0% |
| YTD | +38.0% | +9.1% | +28.8% | +30.7% |
| 1Y | +38.9% | +10.6% | +28.4% | +30.5% |
| 3Y | +43.8% | +48.5% | -4.7% | +12.5% |
| 5Y | +30.4% | +39.9% | -9.5% | +5.1% |
| 10Y | +238.6% | +185.7% | +52.9% | +77.6% |
| All | +238.7% | +765.1% | -526.4% | +6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling