+827.2%
MMM vs EQIX
+252.9%
+574.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.2% |
| 7D | -0.8% | +4.1% | -4.9% | -1.2% |
| 30D | +11.7% | +5.8% | +5.9% | +11.1% |
| 3M | +1.0% | -1.4% | +2.4% | +1.1% |
| 6M | +26.0% | -1.2% | +27.3% | +26.1% |
| YTD | +16.3% | +39.6% | -23.3% | +12.9% |
| 1Y | +9.6% | +36.8% | -27.2% | +6.5% |
| 3Y | +157.3% | +47.3% | +110.1% | +147.8% |
| 5Y | +42.5% | +50.1% | -7.6% | +36.5% |
| 10Y | +73.4% | +293.3% | -219.9% | +53.9% |
| All | +827.2% | +252.9% | +574.3% | +600.6% |
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 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