+43.8%
EQIX vs PTC
-8.0%
+51.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.0% | +1.3% |
| 7D | +1.3% | -12.8% | +14.1% | +3.3% |
| 30D | +0.3% | -9.8% | +10.1% | +1.7% |
| 3M | -1.6% | -2.1% | +0.5% | -1.7% |
| 6M | +12.2% | -18.1% | +30.3% | +16.2% |
| YTD | +38.0% | -23.5% | +61.5% | +45.3% |
| 1Y | +38.9% | -37.4% | +76.3% | +54.4% |
| 3Y | +43.8% | -7.2% | +51.0% | +29.3% |
| All | +43.8% | -8.0% | +51.8% | +29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling