+239.3%
EQIX vs PBF
+367.4%
-128.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.6% | -1.9% |
| 7D | -1.6% | +2.3% | -4.0% | -1.7% |
| 30D | -0.4% | +11.6% | -11.9% | -0.9% |
| 3M | -0.9% | +81.7% | -82.7% | -3.6% |
| 6M | +8.1% | +96.4% | -88.3% | +4.5% |
| YTD | +35.7% | +189.5% | -153.8% | +28.4% |
| 1Y | +34.0% | +180.7% | -146.8% | +26.6% |
| 3Y | +41.4% | +56.6% | -15.2% | +35.3% |
| 5Y | +34.0% | +802.0% | -768.0% | +17.1% |
| All | +239.3% | +367.4% | -128.1% | +187.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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