+175.1%
MDT vs EQIX
+248.6%
-73.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -1.9% |
| 7D | +0.4% | +1.3% | -0.9% | +0.3% |
| 30D | +6.0% | +0.3% | +5.7% | +5.9% |
| 3M | +15.5% | -1.6% | +17.1% | +15.6% |
| 6M | +3.4% | +12.2% | -8.8% | +2.4% |
| YTD | -2.2% | +38.0% | -40.1% | -4.6% |
| 1Y | +2.6% | +38.9% | -36.3% | 0.0% |
| 3Y | +27.5% | +43.8% | -16.3% | +23.6% |
| 5Y | -20.1% | +30.4% | -50.4% | -22.3% |
| 10Y | +39.1% | +238.6% | -199.5% | +27.0% |
| All | +175.1% | +248.6% | -73.6% | +114.1% |
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 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