+36.5%
EQIX vs AJG
+74.4%
-37.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.7% |
| 7D | +0.2% | -8.3% | +8.4% | +2.7% |
| 30D | -2.5% | -5.7% | +3.2% | -1.0% |
| 3M | 0.0% | +9.1% | -9.1% | -4.1% |
| 6M | +7.6% | +15.2% | -7.6% | +0.9% |
| YTD | +37.5% | -6.3% | +43.8% | +39.1% |
| 1Y | +32.9% | -19.1% | +52.0% | +43.4% |
| 3Y | +42.8% | +8.2% | +34.5% | +27.1% |
| All | +36.5% | +74.4% | -37.8% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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