+42.2%
EQIX vs PRU
+36.1%
+6.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.2% | +2.4% |
| 7D | -0.1% | +2.4% | -2.5% | -0.9% |
| 30D | -1.8% | +6.1% | -8.0% | -3.8% |
| 3M | -3.4% | -0.7% | -2.6% | -3.3% |
| 6M | -6.0% | +22.1% | -28.1% | -12.4% |
| YTD | +34.2% | +9.8% | +24.4% | +29.1% |
| 1Y | +26.2% | +19.4% | +6.9% | +17.8% |
| 3Y | +41.7% | +50.4% | -8.7% | +18.1% |
| All | +42.2% | +36.1% | +6.0% | +22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling