+67.5%
MA vs EQIX
+30.6%
+36.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | -1.8% | +1.3% | -3.1% | -2.2% |
| 30D | +1.4% | +0.3% | +1.1% | +1.2% |
| 3M | +17.7% | -1.6% | +19.3% | +17.8% |
| 6M | +9.7% | +12.2% | -2.5% | +5.1% |
| YTD | +0.5% | +38.0% | -37.5% | -10.7% |
| 1Y | -2.1% | +38.9% | -41.0% | -13.4% |
| 3Y | +40.1% | +43.8% | -3.7% | +20.0% |
| 5Y | +67.5% | +30.4% | +37.1% | +34.6% |
| All | +67.5% | +30.6% | +36.9% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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