+449.8%
MRK vs EQIX
+249.3%
+200.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -2.7% | +2.3% | -5.0% | -2.9% |
| 30D | +12.7% | +0.4% | +12.2% | +12.6% |
| 3M | +24.2% | -1.1% | +25.4% | +24.3% |
| 6M | +27.8% | +11.5% | +16.4% | +26.9% |
| YTD | +42.2% | +38.2% | +4.0% | +39.2% |
| 1Y | +80.2% | +36.7% | +43.5% | +76.4% |
| 3Y | +48.4% | +44.1% | +4.3% | +44.3% |
| 5Y | +133.6% | +34.8% | +98.7% | +127.0% |
| 10Y | +236.2% | +248.8% | -12.5% | +208.7% |
| All | +449.8% | +249.3% | +200.5% | +313.6% |
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