+238.6%
EQIX vs MTSI
+529.6%
-290.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | +0.2% |
| 7D | +1.3% | +4.9% | -3.6% | +0.6% |
| 30D | +0.3% | -11.6% | +11.9% | +2.0% |
| 3M | -1.6% | -24.1% | +22.5% | +1.7% |
| 6M | +12.2% | +32.4% | -20.2% | +5.4% |
| YTD | +38.0% | +60.4% | -22.5% | +25.2% |
| 1Y | +38.9% | +111.0% | -72.1% | +20.0% |
| 3Y | +43.8% | +246.1% | -202.3% | +12.4% |
| 5Y | +30.4% | +340.3% | -309.9% | -3.2% |
| 10Y | +238.6% | +539.5% | -300.9% | +113.1% |
| All | +238.6% | +529.6% | -290.9% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 10y: compounded portfolio wealth divided by compounded MTSI 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…
10y analysis · Full analysis span regression · 6 months rolling