+616.6%
EQIX vs PBF
+303.9%
+312.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.4% |
| 7D | -0.8% | +4.3% | -5.1% | -1.0% |
| 30D | -1.4% | +22.0% | -23.4% | -2.6% |
| 3M | -4.4% | +74.5% | -78.9% | -7.6% |
| 6M | +7.9% | +67.7% | -59.7% | +4.2% |
| YTD | +37.3% | +179.2% | -141.9% | +28.2% |
| 1Y | +37.8% | +170.0% | -132.2% | +28.5% |
| 3Y | +42.0% | +66.4% | -24.4% | +34.0% |
| 5Y | +29.6% | +764.5% | -734.9% | +8.4% |
| 10Y | +238.3% | +358.5% | -120.2% | +159.8% |
| All | +616.6% | +303.9% | +312.7% | +435.4% |
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