+43.8%
EQIX vs MSI
+69.3%
-25.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.8% |
| 7D | +1.3% | -5.8% | +7.1% | +3.2% |
| 30D | +0.3% | -1.0% | +1.3% | +0.5% |
| 3M | -1.6% | +14.2% | -15.7% | -6.3% |
| 6M | +12.2% | +1.0% | +11.1% | +11.5% |
| YTD | +38.0% | +21.5% | +16.5% | +27.5% |
| 1Y | +38.9% | -2.1% | +41.1% | +39.5% |
| 3Y | +43.8% | +69.3% | -25.5% | +11.5% |
| All | +43.8% | +69.3% | -25.5% | +11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling