+146.5%
MS vs EQIX
+29.9%
+116.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.4% |
| 7D | +1.4% | -0.8% | +2.2% | +1.7% |
| 30D | -0.3% | -1.4% | +1.2% | +0.1% |
| 3M | +0.3% | -4.4% | +4.7% | +1.6% |
| 6M | +31.3% | +7.9% | +23.4% | +27.5% |
| YTD | +24.7% | +37.3% | -12.6% | +9.9% |
| 1Y | +47.9% | +37.8% | +10.1% | +30.0% |
| 3Y | +178.3% | +42.0% | +136.4% | +137.9% |
| All | +146.5% | +29.9% | +116.6% | +96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling