+45.9%
EQIX vs AME
+77.7%
-31.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -2.0% |
| 7D | +4.1% | +5.9% | -1.8% | +1.2% |
| 30D | +5.8% | -1.9% | +7.7% | +6.7% |
| 3M | -1.4% | -5.4% | +4.0% | +1.1% |
| 6M | -1.2% | +4.9% | -6.2% | -4.0% |
| YTD | +39.6% | +18.5% | +21.2% | +26.3% |
| 1Y | +36.8% | +25.5% | +11.4% | +20.0% |
| 3Y | +47.3% | +63.0% | -15.8% | +6.7% |
| All | +45.9% | +77.7% | -31.8% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling