+36.5%
EQIX vs PNR
-21.7%
+58.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.6% | +1.5% |
| 7D | +0.2% | -6.0% | +6.2% | +2.5% |
| 30D | -2.5% | -14.0% | +11.5% | +2.9% |
| 3M | 0.0% | -21.7% | +21.6% | +8.2% |
| 6M | +7.6% | -37.3% | +44.9% | +26.8% |
| YTD | +37.5% | -45.1% | +82.6% | +70.3% |
| 1Y | +32.9% | -49.1% | +82.0% | +69.8% |
| 3Y | +42.8% | -14.8% | +57.6% | +40.2% |
| All | +36.5% | -21.7% | +58.2% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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