+1,471.3%
MCD vs EQIX
+259.2%
+1,212.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.5% |
| 7D | -1.6% | +7.6% | -9.1% | -2.0% |
| 30D | +16.0% | +5.2% | +10.8% | +15.6% |
| 3M | 0.0% | +0.8% | -0.9% | -0.2% |
| 6M | +0.9% | +0.2% | +0.7% | +0.8% |
| YTD | -8.7% | +42.2% | -50.9% | -10.9% |
| 1Y | -8.6% | +34.7% | -43.3% | -10.5% |
| 3Y | +9.9% | +49.0% | -39.1% | +6.6% |
| 5Y | +22.6% | +52.8% | -30.2% | +18.3% |
| 10Y | +204.6% | +300.4% | -95.7% | +179.1% |
| All | +1,471.3% | +259.2% | +1,212.1% | +1,216.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling