+47.3%
EQIX vs MUB
+9.9%
+37.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.3% |
| 7D | +4.1% | -1.3% | +5.3% | +5.9% |
| 30D | +5.8% | +2.2% | +3.6% | +2.3% |
| 3M | -1.4% | -1.6% | +0.2% | +1.5% |
| 6M | -1.2% | -1.3% | 0.0% | +1.1% |
| YTD | +39.6% | -0.7% | +40.3% | +41.5% |
| 1Y | +36.8% | -0.2% | +37.0% | +37.7% |
| 3Y | +47.3% | +9.6% | +37.6% | +19.6% |
| All | +47.3% | +9.9% | +37.3% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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