-24.5%
MDB vs EQIX
+31.3%
-55.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -4.5% | +2.3% | -6.9% | -6.2% |
| 30D | -14.0% | +0.4% | -14.4% | -14.5% |
| 3M | +5.3% | -1.1% | +6.4% | +4.6% |
| 6M | +31.9% | +11.5% | +20.4% | +17.4% |
| YTD | -14.6% | +38.2% | -52.8% | -38.7% |
| 1Y | +8.2% | +36.7% | -28.4% | -21.9% |
| 3Y | -5.0% | +44.1% | -49.1% | -36.6% |
| 5Y | -24.5% | +34.8% | -59.4% | -49.7% |
| All | -24.5% | +31.3% | -55.8% | -49.7% |
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 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