+166.4%
MTZ vs EQIX
+30.6%
+135.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.5% |
| 7D | +3.6% | +1.3% | +2.2% | +2.8% |
| 30D | -9.6% | +0.3% | -10.0% | -9.7% |
| 3M | -31.9% | -1.6% | -30.4% | -31.2% |
| 6M | -13.8% | +12.2% | -26.0% | -18.2% |
| YTD | +13.3% | +38.0% | -24.7% | -3.6% |
| 1Y | +39.3% | +38.9% | +0.4% | +17.6% |
| 3Y | +168.3% | +43.8% | +124.5% | +124.8% |
| 5Y | +166.4% | +30.4% | +136.0% | +104.8% |
| All | +166.4% | +30.6% | +135.8% | +104.8% |
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 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