+36.5%
EQIX vs MOH
-19.7%
+56.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +1.2% |
| 7D | +0.2% | +1.7% | -1.5% | 0.0% |
| 30D | -2.5% | -0.9% | -1.6% | -2.4% |
| 3M | 0.0% | +5.7% | -5.8% | -0.7% |
| 6M | +7.6% | +39.1% | -31.5% | +4.1% |
| YTD | +37.5% | +17.7% | +19.8% | +33.8% |
| 1Y | +32.9% | +8.4% | +24.5% | +30.0% |
| 3Y | +42.8% | -36.6% | +79.3% | +45.1% |
| All | +36.5% | -19.7% | +56.2% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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