+42.8%
EQIX vs MKTX
-25.3%
+68.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | +0.2% | -0.2% | +0.4% | +0.2% |
| 30D | -2.5% | +0.7% | -3.2% | -2.5% |
| 3M | 0.0% | +40.8% | -40.8% | -3.5% |
| 6M | +7.6% | -8.0% | +15.6% | +8.1% |
| YTD | +37.5% | -8.7% | +46.2% | +38.2% |
| 1Y | +32.9% | -11.8% | +44.7% | +33.9% |
| 3Y | +42.8% | -24.0% | +66.8% | +39.5% |
| All | +42.8% | -25.3% | +68.0% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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