+45.9%
EQIX vs MAS
+39.9%
+6.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +4.1% | +3.0% | +1.1% | +3.0% |
| 30D | +5.8% | +22.4% | -16.6% | -1.3% |
| 3M | -1.4% | +14.5% | -15.9% | -6.1% |
| 6M | -1.2% | +27.1% | -28.4% | -10.4% |
| YTD | +39.6% | +35.8% | +3.9% | +21.8% |
| 1Y | +36.8% | +39.4% | -2.6% | +17.9% |
| 3Y | +47.3% | +60.3% | -13.0% | +13.3% |
| All | +45.9% | +39.9% | +6.0% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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