+47.3%
EQIX vs MTB
+106.3%
-59.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.9% |
| 7D | +4.1% | +1.5% | +2.5% | +3.7% |
| 30D | +5.8% | +2.3% | +3.5% | +5.3% |
| 3M | -1.4% | -12.1% | +10.7% | +1.1% |
| 6M | -1.2% | +9.8% | -11.0% | -3.2% |
| YTD | +39.6% | +12.0% | +27.6% | +35.6% |
| 1Y | +36.8% | +22.0% | +14.8% | +30.3% |
| 3Y | +47.3% | +107.6% | -60.4% | +22.4% |
| All | +47.3% | +106.3% | -59.0% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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