+34.0%
EQIX vs MKC
-33.9%
+67.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -1.6% | -2.8% | +1.2% | -1.0% |
| 30D | -0.4% | -3.4% | +3.0% | +0.2% |
| 3M | -0.9% | +3.8% | -4.7% | -2.2% |
| 6M | +8.1% | -17.9% | +26.1% | +13.0% |
| YTD | +35.7% | -23.6% | +59.3% | +44.4% |
| 1Y | +34.0% | -23.1% | +57.0% | +42.0% |
| 3Y | +41.4% | -31.5% | +72.9% | +54.5% |
| 5Y | +34.0% | -33.1% | +67.1% | +45.1% |
| All | +34.0% | -33.9% | +67.9% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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