+238.7%
EQIX vs MKC
+1,087.8%
-849.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | +1.3% | -4.3% | +5.7% | +3.0% |
| 30D | +0.3% | -2.0% | +2.3% | +0.9% |
| 3M | -1.6% | +10.0% | -11.6% | -5.9% |
| 6M | +12.2% | -18.5% | +30.7% | +19.7% |
| YTD | +38.0% | -22.4% | +60.4% | +49.4% |
| 1Y | +38.9% | -23.6% | +62.6% | +50.9% |
| 3Y | +43.8% | -30.4% | +74.3% | +58.8% |
| 5Y | +30.4% | -34.2% | +64.6% | +45.2% |
| 10Y | +238.6% | +26.8% | +211.8% | +185.4% |
| All | +238.7% | +1,087.8% | -849.1% | +191.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling