+242.8%
EQIX vs MSI
+521.9%
-279.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | +4.1% | +3.2% | +0.8% | +2.7% |
| 30D | +5.8% | +17.6% | -11.8% | -1.2% |
| 3M | -1.4% | +14.5% | -15.9% | -7.1% |
| 6M | -1.2% | +34.3% | -35.5% | -13.4% |
| YTD | +39.6% | +39.7% | -0.1% | +19.9% |
| 1Y | +36.8% | +40.2% | -3.3% | +17.2% |
| 3Y | +47.3% | +77.1% | -29.9% | +13.0% |
| 5Y | +50.1% | +124.0% | -73.9% | +3.8% |
| 10Y | +293.3% | +665.5% | -372.2% | +57.0% |
| All | +242.8% | +521.9% | -279.1% | -10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling