+628.9%
EQIX vs PBF
+289.1%
+339.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -1.8% |
| 7D | +4.1% | +6.5% | -2.4% | +3.7% |
| 30D | +5.8% | -20.0% | +25.8% | +7.0% |
| 3M | -1.4% | -3.3% | +1.9% | -1.5% |
| 6M | -1.2% | +76.8% | -78.0% | -4.9% |
| YTD | +39.6% | +168.9% | -129.3% | +30.3% |
| 1Y | +36.8% | +96.4% | -59.5% | +30.1% |
| 3Y | +47.3% | +77.2% | -29.9% | +38.2% |
| 5Y | +50.1% | +417.7% | -367.6% | +29.7% |
| 10Y | +293.3% | +264.7% | +28.5% | +211.0% |
| All | +628.9% | +289.1% | +339.9% | +444.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling