+40.8%
EQIX vs MDY
+47.3%
-6.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.2% |
| 7D | -1.6% | -2.5% | +0.9% | 0.0% |
| 30D | -0.4% | -5.0% | +4.7% | +3.0% |
| 3M | -0.9% | +0.5% | -1.4% | -1.3% |
| 6M | +8.1% | +8.0% | +0.1% | +2.7% |
| YTD | +35.7% | +12.2% | +23.5% | +25.3% |
| 1Y | +34.0% | +14.0% | +20.0% | +22.2% |
| All | +40.8% | +47.3% | -6.4% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling