+1,830.3%
EQIX vs AG
+445.6%
+1,384.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.3% |
| 7D | -0.8% | +1.0% | -1.8% | -0.9% |
| 30D | -1.4% | +19.2% | -20.6% | -3.3% |
| 3M | -4.4% | +6.2% | -10.6% | -5.5% |
| 6M | +7.9% | -26.7% | +34.6% | +10.1% |
| YTD | +37.3% | +26.1% | +11.2% | +31.4% |
| 1Y | +37.8% | +131.7% | -93.9% | +23.0% |
| 3Y | +42.0% | +255.3% | -213.4% | +17.2% |
| 5Y | +29.6% | +61.9% | -32.3% | +12.9% |
| 10Y | +238.3% | +72.0% | +166.3% | +166.9% |
| All | +1,830.3% | +445.6% | +1,384.7% | +692.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling