+34.8%
EQIX vs ATI
+1,086.3%
-1,051.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | +2.3% | +2.4% | -0.1% | +1.9% |
| 30D | +0.4% | -9.5% | +9.9% | +2.0% |
| 3M | -1.1% | +10.4% | -11.5% | -3.0% |
| 6M | +11.5% | +31.8% | -20.3% | +5.8% |
| YTD | +38.2% | +80.0% | -41.8% | +24.4% |
| 1Y | +36.7% | +175.8% | -139.2% | +14.0% |
| 3Y | +44.1% | +364.2% | -320.2% | +5.9% |
| 5Y | +34.8% | +1,076.9% | -1,042.0% | -9.7% |
| All | +34.8% | +1,086.3% | -1,051.5% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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