+58.3%
EQIX vs AUR
-36.7%
+95.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.6% |
| 7D | -1.6% | +0.2% | -1.8% | -1.6% |
| 30D | -0.4% | -8.9% | +8.6% | +0.2% |
| 3M | -0.9% | +4.6% | -5.6% | -1.7% |
| 6M | +8.1% | +44.9% | -36.7% | +4.0% |
| YTD | +35.7% | +64.8% | -29.2% | +28.8% |
| 1Y | +34.0% | +16.4% | +17.6% | +30.3% |
| 3Y | +41.4% | +85.1% | -43.7% | +24.4% |
| 5Y | +34.0% | -36.1% | +70.1% | +18.4% |
| All | +58.3% | -36.7% | +95.0% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 all: compounded portfolio wealth divided by compounded AUR 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…
all analysis · Full analysis span regression · 6 months rolling