+30.4%
EQIX vs MSI
+100.4%
-70.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.0% |
| 7D | +1.3% | -5.8% | +7.1% | +4.0% |
| 30D | +0.3% | -1.0% | +1.3% | +0.6% |
| 3M | -1.6% | +14.2% | -15.7% | -8.1% |
| 6M | +12.2% | +1.0% | +11.1% | +10.5% |
| YTD | +38.0% | +21.5% | +16.5% | +23.6% |
| 1Y | +38.9% | -2.1% | +41.1% | +38.8% |
| 3Y | +43.8% | +69.3% | -25.5% | +2.2% |
| 5Y | +30.4% | +99.3% | -68.9% | -20.5% |
| All | +30.4% | +100.4% | -70.1% | -20.5% |
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 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