+23.0%
MDLZ vs EQIX
+50.1%
-27.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.2% | +1.8% |
| 7D | +2.3% | +4.1% | -1.8% | +1.6% |
| 30D | +7.9% | +5.8% | +2.1% | +6.7% |
| 3M | +7.3% | -1.4% | +8.6% | +7.3% |
| 6M | +11.7% | -1.2% | +12.9% | +11.5% |
| YTD | +28.7% | +39.6% | -10.9% | +19.6% |
| 1Y | +22.8% | +36.8% | -14.1% | +14.5% |
| 3Y | +6.6% | +47.3% | -40.7% | -3.7% |
| All | +23.0% | +50.1% | -27.0% | +9.1% |
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