+682.5%
MTZ vs EQIX
+246.9%
+435.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.2% |
| 7D | -1.6% | -0.8% | -0.8% | -1.4% |
| 30D | -11.1% | -1.4% | -9.6% | -10.8% |
| 3M | -36.7% | -4.4% | -32.3% | -36.1% |
| 6M | -21.9% | +7.9% | -29.9% | -22.9% |
| YTD | +9.1% | +37.3% | -28.2% | +2.8% |
| 1Y | +30.0% | +37.8% | -7.8% | +22.3% |
| 3Y | +138.5% | +42.0% | +96.5% | +123.6% |
| 5Y | +158.3% | +29.6% | +128.7% | +144.5% |
| 10Y | +700.8% | +238.3% | +462.4% | +527.9% |
| All | +682.5% | +246.9% | +435.6% | +260.1% |
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