+244.0%
EQIX vs MCO
+393.6%
-149.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.3% | +0.6% |
| 7D | +0.2% | -3.8% | +3.9% | +2.0% |
| 30D | -2.5% | -0.4% | -2.1% | -2.5% |
| 3M | 0.0% | +7.7% | -7.8% | -4.5% |
| 6M | +7.6% | +7.0% | +0.7% | +2.6% |
| YTD | +37.5% | -6.4% | +43.9% | +39.0% |
| 1Y | +32.9% | -7.6% | +40.5% | +34.7% |
| 3Y | +42.8% | +43.2% | -0.5% | +12.7% |
| 5Y | +35.8% | +29.6% | +6.3% | +10.6% |
| All | +244.0% | +393.6% | -149.7% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 10y: compounded portfolio wealth divided by compounded MCO 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…
10y analysis · Full analysis span regression · 6 months rolling