+283.7%
MS vs EQIX
+253.1%
+30.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.1% | -1.0% | +2.3% |
| 7D | +0.7% | +6.1% | -5.4% | -0.3% |
| 30D | -0.9% | +2.8% | -3.7% | -1.4% |
| 3M | -13.0% | +1.6% | -14.6% | -13.3% |
| 6M | -2.0% | -0.7% | -1.3% | -1.9% |
| YTD | +7.8% | +39.7% | -32.0% | +0.8% |
| 1Y | +17.9% | +30.6% | -12.7% | +11.6% |
| 3Y | +174.8% | +48.4% | +126.4% | +153.0% |
| 5Y | +119.9% | +46.0% | +73.8% | +101.5% |
| 10Y | +578.8% | +267.7% | +311.2% | +421.7% |
| All | +283.7% | +253.1% | +30.6% | +98.8% |
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