+49.7%
EQIX vs MSI
+124.6%
-74.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +3.5% | +7.4% | -3.9% | +0.2% |
| 30D | +2.3% | +18.7% | -16.4% | -5.3% |
| 3M | +1.1% | +14.5% | -13.3% | -5.1% |
| 6M | -1.1% | +38.1% | -39.2% | -15.8% |
| YTD | +39.1% | +38.7% | +0.4% | +17.2% |
| 1Y | +29.5% | +35.4% | -5.9% | +10.4% |
| 3Y | +45.8% | +75.1% | -29.3% | +3.3% |
| All | +49.7% | +124.6% | -74.8% | -13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling