+43.8%
EQIX vs PRU
+46.6%
-2.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.2% |
| 7D | +1.3% | +1.9% | -0.6% | +0.7% |
| 30D | +0.3% | -0.4% | +0.8% | +0.4% |
| 3M | -1.6% | +16.4% | -18.0% | -6.4% |
| 6M | +12.2% | +26.0% | -13.9% | +3.8% |
| YTD | +38.0% | +9.9% | +28.1% | +33.4% |
| 1Y | +38.9% | +18.8% | +20.2% | +30.4% |
| 3Y | +43.8% | +45.3% | -1.5% | +12.1% |
| All | +43.8% | +46.6% | -2.8% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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