+29.7%
EQIX vs AZO
-7.5%
+37.2%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.9% | 0.0% | +3.9% |
| 7D | +4.6% | +5.3% | -0.7% | +4.7% |
| 30D | +3.0% | +18.4% | -15.4% | +2.9% |
| 3M | +0.7% | +9.8% | -9.1% | +0.8% |
| 6M | -1.7% | -4.5% | +2.8% | -0.4% |
| YTD | +39.7% | -1.9% | +41.6% | +42.0% |
| 1Y | +29.7% | -9.5% | +39.3% | +30.7% |
| All | +29.7% | -7.5% | +37.2% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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