+1,863.5%
EQIX vs AG
+255.2%
+1,608.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.7% | -1.5% |
| 7D | +4.1% | -10.0% | +14.0% | +5.1% |
| 30D | +5.8% | -10.5% | +16.3% | +6.9% |
| 3M | -1.4% | -27.3% | +25.9% | +1.4% |
| 6M | -1.2% | -43.0% | +41.8% | +3.5% |
| YTD | +39.6% | -17.9% | +57.5% | +39.1% |
| 1Y | +36.8% | +11.9% | +24.9% | +31.8% |
| 3Y | +47.3% | +201.8% | -154.6% | +23.7% |
| 5Y | +50.1% | -0.1% | +50.2% | +37.0% |
| 10Y | +293.3% | +72.7% | +220.6% | +209.0% |
| All | +1,863.5% | +255.2% | +1,608.4% | +739.6% |
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