+2,175.5%
EQIX vs PRU
+816.1%
+1,359.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.7% |
| 7D | +3.5% | +3.8% | -0.3% | +2.4% |
| 30D | +2.3% | +9.0% | -6.7% | -0.4% |
| 3M | +1.1% | +2.1% | -1.0% | +0.3% |
| 6M | -1.1% | +25.4% | -26.5% | -7.9% |
| YTD | +39.1% | +13.5% | +25.6% | +32.9% |
| 1Y | +29.5% | +21.3% | +8.2% | +21.2% |
| 3Y | +45.8% | +55.1% | -9.3% | +25.1% |
| 5Y | +48.4% | +43.6% | +4.9% | +28.8% |
| 10Y | +285.1% | +99.2% | +185.8% | +172.9% |
| All | +2,175.5% | +816.1% | +1,359.4% | +687.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling