+239.3%
EQIX vs MDY
+894.7%
-655.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +1.1% |
| 7D | +2.3% | -0.8% | +3.1% | +3.0% |
| 30D | +0.4% | -3.9% | +4.3% | +3.9% |
| 3M | -1.1% | 0.0% | -1.1% | -1.2% |
| 6M | +11.5% | +8.5% | +2.9% | +3.4% |
| YTD | +38.2% | +13.2% | +25.0% | +23.2% |
| 1Y | +36.7% | +15.0% | +21.6% | +19.8% |
| 3Y | +44.1% | +49.6% | -5.5% | -1.5% |
| 5Y | +34.8% | +46.0% | -11.2% | -7.1% |
| 10Y | +248.8% | +176.4% | +72.4% | +17.8% |
| All | +239.3% | +894.7% | -655.4% | -63.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling