+794.2%
MS vs EQIX
+234.9%
+559.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | +2.5% | +1.3% | +1.1% | +2.0% |
| 30D | 0.0% | +0.3% | -0.4% | -0.3% |
| 3M | +2.4% | -1.6% | +4.0% | +2.7% |
| 6M | +36.4% | +12.2% | +24.2% | +30.5% |
| YTD | +23.8% | +38.0% | -14.2% | +9.1% |
| 1Y | +48.6% | +38.9% | +9.7% | +30.5% |
| 3Y | +179.1% | +43.8% | +135.3% | +138.4% |
| 5Y | +144.8% | +30.4% | +114.5% | +110.9% |
| 10Y | +794.2% | +238.6% | +555.6% | +510.7% |
| All | +794.2% | +234.9% | +559.3% | +510.7% |
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