+36.5%
EQIX vs MTB
+104.1%
-67.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.0% | +1.3% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | -2.5% | -4.8% | +2.3% | -1.5% |
| 3M | 0.0% | +6.0% | -6.0% | -1.4% |
| 6M | +7.6% | +19.6% | -12.0% | +3.4% |
| YTD | +37.5% | +21.5% | +16.0% | +31.1% |
| 1Y | +32.9% | +24.7% | +8.2% | +25.8% |
| 3Y | +42.8% | +108.6% | -65.8% | +18.2% |
| All | +36.5% | +104.1% | -67.6% | +19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling