+454.2%
MDLZ vs EQIX
+3,176.2%
-2,722.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -1.7% | -0.8% | -0.9% | -1.7% |
| 30D | -2.1% | -1.4% | -0.7% | -2.0% |
| 3M | +1.3% | -4.4% | +5.7% | +1.6% |
| 6M | +6.2% | +7.9% | -1.8% | +5.4% |
| YTD | +15.8% | +37.3% | -21.5% | +12.7% |
| 1Y | +4.1% | +37.8% | -33.7% | +1.2% |
| 3Y | -4.1% | +42.0% | -46.1% | -7.4% |
| 5Y | +13.4% | +29.6% | -16.3% | +9.7% |
| 10Y | +75.7% | +238.3% | -162.6% | +59.4% |
| All | +454.2% | +3,176.2% | -2,722.0% | +333.4% |
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