+239.3%
EQIX vs AME
+427.9%
-188.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.5% |
| 7D | -1.6% | 0.0% | -1.7% | -1.6% |
| 30D | -0.4% | -8.6% | +8.2% | +3.5% |
| 3M | -0.9% | +5.8% | -6.7% | -3.5% |
| 6M | +8.1% | +3.8% | +4.3% | +5.8% |
| YTD | +35.7% | +14.4% | +21.2% | +26.8% |
| 1Y | +34.0% | +25.8% | +8.2% | +20.0% |
| 3Y | +41.4% | +55.2% | -13.8% | +13.4% |
| 5Y | +34.0% | +85.5% | -51.5% | -1.3% |
| All | +239.3% | +427.9% | -188.5% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling