+224.4%
MRK vs EQIX
+246.8%
-22.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.8% |
| 7D | -4.3% | +0.2% | -4.4% | -4.3% |
| 30D | +8.3% | -2.5% | +10.8% | +8.8% |
| 3M | +20.0% | 0.0% | +20.1% | +19.8% |
| 6M | +25.7% | +7.6% | +18.0% | +23.3% |
| YTD | +38.7% | +37.5% | +1.2% | +28.7% |
| 1Y | +74.7% | +32.9% | +41.8% | +63.0% |
| 3Y | +45.4% | +42.8% | +2.6% | +31.4% |
| 5Y | +129.0% | +35.8% | +93.2% | +106.8% |
| All | +224.4% | +246.8% | -22.4% | +136.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling