+510.6%
MTZ vs EQIX
+259.2%
+251.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.2% |
| 7D | +16.5% | +7.6% | +8.9% | +14.9% |
| 30D | -10.2% | +5.2% | -15.4% | -11.1% |
| 3M | -34.2% | +0.8% | -35.0% | -34.3% |
| 6M | -56.0% | +0.2% | -56.2% | -55.9% |
| YTD | -14.8% | +42.2% | -57.0% | -20.3% |
| 1Y | -7.2% | +34.7% | -42.0% | -12.3% |
| 3Y | +275.8% | +49.0% | +226.8% | +249.0% |
| 5Y | +93.5% | +52.8% | +40.7% | +77.9% |
| 10Y | +432.7% | +300.4% | +132.3% | +305.7% |
| All | +510.6% | +259.2% | +251.4% | +179.0% |
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