+1,543.1%
EQIX vs MUB
+76.5%
+1,466.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.5% |
| 7D | +4.1% | -1.3% | +5.3% | +4.9% |
| 30D | +5.8% | +2.2% | +3.6% | +4.3% |
| 3M | -1.4% | -1.6% | +0.2% | -0.4% |
| 6M | -1.2% | -1.3% | 0.0% | -0.4% |
| YTD | +39.6% | -0.7% | +40.3% | +40.3% |
| 1Y | +36.8% | -0.2% | +37.0% | +37.1% |
| 3Y | +47.3% | +9.6% | +37.6% | +39.6% |
| 5Y | +50.1% | +2.6% | +47.6% | +46.4% |
| 10Y | +293.3% | +21.5% | +271.8% | +270.9% |
| All | +1,543.1% | +76.5% | +1,466.6% | +1,369.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling