+3,767.2%
EQIX vs MKTX
+1,442.6%
+2,324.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.7% |
| 3M | 0.0% | +40.8% | -40.8% | -9.9% |
| 6M | +7.6% | -8.0% | +15.6% | +8.5% |
| YTD | +37.5% | -8.7% | +46.2% | +38.6% |
| 1Y | +32.9% | -11.8% | +44.7% | +34.9% |
| 3Y | +42.8% | -24.0% | +66.8% | +46.0% |
| 5Y | +35.8% | -60.3% | +96.1% | +62.7% |
| 10Y | +247.0% | +5.0% | +242.0% | +209.7% |
| All | +3,767.2% | +1,442.6% | +2,324.5% | +1,319.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling