+244.0%
EQIX vs PBR
+697.0%
-453.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.4% |
| 7D | +0.2% | +5.4% | -5.2% | -0.4% |
| 30D | -2.5% | +22.9% | -25.3% | -4.7% |
| 3M | 0.0% | +19.6% | -19.7% | -2.1% |
| 6M | +7.6% | +16.5% | -8.8% | +5.5% |
| YTD | +37.5% | +86.7% | -49.1% | +27.9% |
| 1Y | +32.9% | +74.7% | -41.8% | +24.3% |
| 3Y | +42.8% | +102.6% | -59.8% | +30.2% |
| 5Y | +35.8% | +566.6% | -530.8% | +5.8% |
| All | +244.0% | +697.0% | -453.0% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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