+49.3%
EQIX vs MSFU
+19.9%
+29.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.8% | +6.5% | +2.2% |
| 7D | +1.3% | -12.7% | +14.0% | +2.7% |
| 30D | +3.4% | -9.0% | +12.4% | +4.3% |
| 3M | +3.9% | +2.9% | +1.0% | +3.6% |
| 6M | -0.7% | +43.5% | -44.3% | -4.9% |
| YTD | +41.5% | -2.4% | +44.0% | +41.3% |
| 1Y | +32.9% | -13.5% | +46.4% | +35.1% |
| All | +49.3% | +19.9% | +29.4% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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