+43.8%
EQIX vs MSFU
+29.4%
+14.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.7% |
| 7D | +1.3% | -3.2% | +4.5% | +1.6% |
| 30D | +0.3% | -3.1% | +3.5% | +0.5% |
| 3M | -1.6% | +35.3% | -36.8% | -4.7% |
| 6M | +12.2% | +31.6% | -19.4% | +8.0% |
| YTD | +38.0% | -9.5% | +47.5% | +38.6% |
| 1Y | +38.9% | -18.4% | +57.3% | +41.0% |
| 3Y | +43.8% | +26.9% | +16.9% | +33.1% |
| All | +43.8% | +29.4% | +14.4% | +33.1% |
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