+2,806.0%
MSCI vs EQIX
+1,304.8%
+1,501.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.1% |
| 7D | -1.9% | +1.3% | -3.2% | -2.6% |
| 30D | +16.5% | +3.4% | +13.0% | +14.3% |
| 3M | +18.2% | +3.9% | +14.2% | +15.3% |
| 6M | +14.0% | -0.7% | +14.7% | +12.7% |
| YTD | +16.6% | +41.5% | -24.9% | -3.7% |
| 1Y | +14.8% | +32.9% | -18.0% | -2.3% |
| 3Y | +33.3% | +48.3% | -15.1% | +4.7% |
| 5Y | +9.1% | +52.3% | -43.3% | -16.1% |
| 10Y | +820.4% | +298.6% | +521.8% | +344.8% |
| All | +2,806.0% | +1,304.8% | +1,501.2% | +460.9% |
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