+10.9%
EQIX vs PLTD
-77.3%
+88.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | +0.7% |
| 7D | +1.3% | +4.5% | -3.2% | +1.7% |
| 30D | +0.3% | -0.7% | +1.1% | +0.4% |
| 3M | -1.6% | -31.0% | +29.5% | -3.4% |
| 6M | +12.2% | -24.8% | +37.0% | +11.3% |
| YTD | +38.0% | -18.6% | +56.5% | +39.0% |
| 1Y | +38.9% | -31.8% | +70.7% | +37.1% |
| All | +10.9% | -77.3% | +88.2% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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