+1,368.3%
MCD vs EQIX
+246.9%
+1,121.4%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.5% |
| 7D | -2.8% | -0.8% | -2.0% | -2.8% |
| 30D | -6.0% | -1.4% | -4.6% | -6.0% |
| 3M | -5.6% | -4.4% | -1.2% | -5.4% |
| 6M | -21.9% | +7.9% | -29.8% | -22.3% |
| YTD | -14.7% | +37.3% | -52.0% | -16.5% |
| 1Y | -17.3% | +37.8% | -55.1% | -19.1% |
| 3Y | -2.2% | +42.0% | -44.1% | -4.8% |
| 5Y | +20.3% | +29.6% | -9.3% | +17.2% |
| 10Y | +180.7% | +238.3% | -57.6% | +159.4% |
| All | +1,368.3% | +246.9% | +1,121.4% | +1,133.8% |
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