+34.8%
EQIX vs MUB
+1.5%
+33.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +1.2% |
| 7D | +2.3% | -0.7% | +3.0% | +3.8% |
| 30D | +0.4% | -2.0% | +2.4% | +4.6% |
| 3M | -1.1% | -2.5% | +1.4% | +4.2% |
| 6M | +11.5% | -2.3% | +13.8% | +17.0% |
| YTD | +38.2% | -1.3% | +39.5% | +41.9% |
| 1Y | +36.7% | +1.1% | +35.6% | +33.6% |
| 3Y | +44.1% | +8.2% | +35.9% | +19.6% |
| 5Y | +34.8% | +1.5% | +33.4% | +20.5% |
| All | +34.8% | +1.5% | +33.3% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling