+34.8%
EQIX vs PBF
+817.4%
-782.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +2.3% | +1.4% | +1.0% | +2.3% |
| 30D | +0.4% | +15.8% | -15.4% | -0.1% |
| 3M | -1.1% | +90.3% | -91.4% | -3.7% |
| 6M | +11.5% | +102.8% | -91.4% | +7.9% |
| YTD | +38.2% | +187.3% | -149.1% | +31.0% |
| 1Y | +36.7% | +161.8% | -125.2% | +29.9% |
| 3Y | +44.1% | +55.5% | -11.4% | +36.9% |
| 5Y | +34.8% | +801.9% | -767.1% | +21.6% |
| All | +34.8% | +817.4% | -782.5% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling