+292.0%
EQIX vs MSI
+663.2%
-371.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.8% |
| 7D | +7.6% | +2.6% | +5.0% | +6.5% |
| 30D | +5.2% | +18.1% | -12.9% | -1.9% |
| 3M | +0.8% | +13.2% | -12.4% | -4.6% |
| 6M | +0.2% | +36.3% | -36.0% | -12.9% |
| YTD | +42.2% | +39.5% | +2.6% | +21.6% |
| 1Y | +34.7% | +36.9% | -2.2% | +16.1% |
| 3Y | +49.0% | +76.1% | -27.1% | +12.8% |
| 5Y | +52.8% | +123.7% | -70.9% | +2.5% |
| All | +292.0% | +663.2% | -371.2% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling