+32.6%
EQIX vs AMIX
-99.9%
+132.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +1.3% | -3.4% | +4.7% | +1.3% |
| 30D | +0.3% | -54.4% | +54.7% | +0.7% |
| 3M | -1.6% | -45.7% | +44.2% | -2.2% |
| 6M | +12.2% | -49.2% | +61.3% | +11.4% |
| YTD | +38.0% | -60.3% | +98.3% | +37.3% |
| 1Y | +38.9% | -81.4% | +120.3% | +39.2% |
| All | +32.6% | -99.9% | +132.5% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMIX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling