+34.8%
EQIX vs AG
+69.4%
-34.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | 0.0% |
| 7D | +2.3% | -0.1% | +2.4% | +2.3% |
| 30D | +0.4% | +12.5% | -12.0% | -0.9% |
| 3M | -1.1% | +28.2% | -29.3% | -4.0% |
| 6M | +11.5% | -18.8% | +30.3% | +12.6% |
| YTD | +38.2% | +27.4% | +10.8% | +31.3% |
| 1Y | +36.7% | +132.2% | -95.5% | +19.9% |
| 3Y | +44.1% | +286.9% | -242.8% | +12.8% |
| 5Y | +34.8% | +72.8% | -37.9% | +12.4% |
| All | +34.8% | +69.4% | -34.5% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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