+753.2%
MTZ vs EQIX
+240.6%
+512.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | +2.3% | +2.3% | -0.1% | +1.3% |
| 30D | -10.3% | +0.4% | -10.7% | -10.4% |
| 3M | -31.8% | -1.1% | -30.7% | -31.4% |
| 6M | -19.2% | +11.5% | -30.6% | -22.2% |
| YTD | +10.7% | +38.2% | -27.5% | -2.1% |
| 1Y | +37.5% | +36.7% | +0.9% | +21.8% |
| 3Y | +162.4% | +44.1% | +118.3% | +129.2% |
| 5Y | +166.3% | +34.8% | +131.5% | +130.4% |
| 10Y | +753.2% | +248.8% | +504.4% | +477.9% |
| All | +753.2% | +240.6% | +512.5% | +477.9% |
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 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