+49.9%
EQIX vs PENG
+227.7%
-177.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PENG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.3% |
| 7D | +7.6% | +34.6% | -27.0% | +4.5% |
| 30D | +5.2% | -35.9% | +41.2% | +8.4% |
| 3M | +0.8% | -14.7% | +15.5% | +1.1% |
| 6M | +0.2% | +13.5% | -13.3% | -4.0% |
| YTD | +42.2% | +156.1% | -114.0% | +24.1% |
| 1Y | +34.7% | +141.3% | -106.6% | +18.2% |
| All | +49.9% | +227.7% | -177.8% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PENG.
Daily Out/Under-Performance
Portfolio return minus PENG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PENG 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 3y: compounded portfolio wealth divided by compounded PENG 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…
3y analysis · Full analysis span regression · 6 months rolling