+4,197.2%
MO vs EQIX
+249.3%
+3,947.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -2.4% | +2.3% | -4.7% | -2.5% |
| 30D | +3.6% | +0.4% | +3.1% | +3.6% |
| 3M | -3.7% | -1.1% | -2.6% | -3.7% |
| 6M | +4.5% | +11.5% | -7.0% | +4.0% |
| YTD | +21.5% | +38.2% | -16.7% | +19.9% |
| 1Y | +9.5% | +36.7% | -27.1% | +8.1% |
| 3Y | +93.6% | +44.1% | +49.5% | +90.2% |
| 5Y | +97.5% | +34.8% | +62.7% | +93.9% |
| 10Y | +111.2% | +248.8% | -137.6% | +100.6% |
| All | +4,197.2% | +249.3% | +3,947.9% | +3,556.9% |
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