+32.9%
EQIX vs AMRZ
-24.2%
+57.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +0.2% | -7.5% | +7.7% | +0.8% |
| 30D | -2.5% | -12.4% | +9.9% | -1.4% |
| 3M | 0.0% | -22.4% | +22.3% | +1.9% |
| 6M | +7.6% | -29.5% | +37.2% | +10.2% |
| YTD | +37.5% | -24.1% | +61.7% | +39.3% |
| 1Y | +32.9% | -26.3% | +59.2% | +36.7% |
| All | +32.9% | -24.2% | +57.1% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling