+2,145.1%
EQIX vs PRU
+806.6%
+1,338.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.2% |
| 7D | -0.8% | +1.9% | -2.7% | -1.4% |
| 30D | -1.4% | +2.7% | -4.2% | -2.3% |
| 3M | -4.4% | +19.5% | -23.9% | -9.6% |
| 6M | +7.9% | +26.6% | -18.7% | +0.2% |
| YTD | +37.3% | +12.3% | +24.9% | +31.7% |
| 1Y | +37.8% | +18.0% | +19.7% | +30.1% |
| 3Y | +42.0% | +47.0% | -5.0% | +24.0% |
| 5Y | +29.6% | +48.4% | -18.8% | +11.4% |
| 10Y | +238.3% | +142.4% | +95.9% | +124.5% |
| All | +2,145.1% | +806.6% | +1,338.6% | +680.2% |
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 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