+29.7%
EQIX vs PTC
+0.1%
+29.6%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.9% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | +3.0% | +1.5% | +1.5% | +3.1% |
| 3M | +0.7% | +37.8% | -37.0% | +2.4% |
| 6M | -1.7% | +41.2% | -43.0% | +0.3% |
| YTD | +39.7% | +12.0% | +27.6% | +42.8% |
| 1Y | +29.7% | +1.6% | +28.1% | +33.6% |
| All | +29.7% | +0.1% | +29.6% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling