-18.2%
MDT vs EQIX
+34.9%
-53.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.0% |
| 7D | -3.4% | +0.2% | -3.6% | -3.5% |
| 30D | +0.2% | -2.5% | +2.7% | +0.7% |
| 3M | +14.3% | 0.0% | +14.3% | +14.0% |
| 6M | +4.0% | +7.6% | -3.6% | +1.8% |
| YTD | -3.7% | +37.5% | -41.2% | -11.5% |
| 1Y | -0.4% | +32.9% | -33.3% | -7.8% |
| 3Y | +23.3% | +42.8% | -19.4% | +9.9% |
| All | -18.2% | +34.9% | -53.1% | -30.6% |
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