+29.7%
EQIX vs PRU
+48.7%
-19.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.1% |
| 7D | -0.8% | +1.9% | -2.7% | -1.4% |
| 30D | -1.4% | +2.7% | -4.2% | -2.4% |
| 3M | -4.4% | +19.5% | -23.9% | -10.1% |
| 6M | +7.9% | +26.6% | -18.7% | -0.6% |
| YTD | +37.3% | +12.3% | +24.9% | +31.3% |
| 1Y | +37.8% | +18.0% | +19.7% | +29.3% |
| 3Y | +42.0% | +47.0% | -5.0% | +20.2% |
| All | +29.7% | +48.7% | -19.0% | +11.2% |
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