+237.0%
EQIX vs MTB
+855.7%
-618.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -0.8% | +1.7% | -2.5% | -1.4% |
| 30D | -1.4% | -4.2% | +2.7% | -0.1% |
| 3M | -4.4% | +8.9% | -13.3% | -7.2% |
| 6M | +7.9% | +10.9% | -2.9% | +4.0% |
| YTD | +37.3% | +21.5% | +15.8% | +27.9% |
| 1Y | +37.8% | +21.9% | +15.9% | +28.0% |
| 3Y | +42.0% | +109.2% | -67.3% | +7.3% |
| 5Y | +29.6% | +102.0% | -72.3% | -4.5% |
| 10Y | +238.3% | +171.9% | +66.4% | +91.3% |
| All | +237.0% | +855.7% | -618.7% | -6.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling