+4,259.1%
MCK vs EQIX
+247.5%
+4,011.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | 0.0% |
| 7D | -2.9% | +0.2% | -3.1% | -2.9% |
| 30D | +0.4% | -2.5% | +2.9% | +0.6% |
| 3M | +12.1% | 0.0% | +12.1% | +12.0% |
| 6M | -5.4% | +7.6% | -13.1% | -6.1% |
| YTD | +7.8% | +37.5% | -29.7% | +5.2% |
| 1Y | +22.9% | +32.9% | -10.0% | +20.2% |
| 3Y | +110.7% | +42.8% | +68.0% | +104.0% |
| 5Y | +346.2% | +35.8% | +310.3% | +331.0% |
| 10Y | +440.1% | +247.0% | +193.1% | +389.8% |
| All | +4,259.1% | +247.5% | +4,011.7% | +2,855.7% |
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