+20.4%
MCD vs EQIX
+30.6%
-10.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -2.0% | +1.3% | -3.4% | -2.2% |
| 30D | -6.1% | +0.3% | -6.5% | -6.2% |
| 3M | -7.3% | -1.6% | -5.7% | -7.2% |
| 6M | -20.9% | +12.2% | -33.1% | -22.7% |
| YTD | -14.7% | +38.0% | -52.6% | -19.5% |
| 1Y | -16.1% | +38.9% | -55.0% | -21.1% |
| 3Y | -1.5% | +43.8% | -45.3% | -8.9% |
| 5Y | +20.4% | +30.4% | -9.9% | +8.9% |
| All | +20.4% | +30.6% | -10.2% | +8.9% |
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