-11.4%
MSCI vs EQIX
+30.6%
-42.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.3% | -4.0% |
| 7D | -2.1% | +1.3% | -3.4% | -2.7% |
| 30D | -1.7% | +0.3% | -2.1% | -2.1% |
| 3M | -8.2% | -1.6% | -6.7% | -8.3% |
| 6M | -2.4% | +12.2% | -14.6% | -9.2% |
| YTD | -2.8% | +38.0% | -40.8% | -19.6% |
| 1Y | -2.7% | +38.9% | -41.6% | -20.1% |
| 3Y | +7.3% | +43.8% | -36.5% | -17.2% |
| 5Y | -11.4% | +30.4% | -41.8% | -34.3% |
| All | -11.4% | +30.6% | -42.0% | -34.3% |
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