+36.5%
EQIX vs MDY
+46.3%
-9.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.8% |
| 7D | +0.2% | -1.9% | +2.0% | +1.5% |
| 30D | -2.5% | -4.6% | +2.2% | +0.9% |
| 3M | 0.0% | -1.2% | +1.2% | +0.8% |
| 6M | +7.6% | +9.2% | -1.6% | +0.8% |
| YTD | +37.5% | +13.1% | +24.5% | +25.2% |
| 1Y | +32.9% | +13.0% | +19.9% | +20.9% |
| 3Y | +42.8% | +49.2% | -6.5% | +3.1% |
| All | +36.5% | +46.3% | -9.7% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling