+36.5%
EQIX vs AEIS
+233.3%
-196.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | +2.3% | +6.5% | -4.1% | +0.9% |
| 30D | +0.4% | -9.2% | +9.6% | +2.3% |
| 3M | -1.1% | -8.3% | +7.2% | -1.3% |
| 6M | +11.5% | -6.3% | +17.8% | +9.2% |
| YTD | +38.2% | +36.5% | +1.7% | +21.8% |
| 1Y | +36.7% | +84.8% | -48.1% | +9.6% |
| 3Y | +44.1% | +176.6% | -132.5% | -2.5% |
| All | +36.5% | +233.3% | -196.8% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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