+30.4%
EQIX vs PTC
+1.8%
+28.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.0% | +2.2% |
| 7D | +1.3% | -12.8% | +14.1% | +5.5% |
| 30D | +0.3% | -9.8% | +10.1% | +3.2% |
| 3M | -1.6% | -2.1% | +0.5% | -2.2% |
| 6M | +12.2% | -18.1% | +30.3% | +18.3% |
| YTD | +38.0% | -23.5% | +61.5% | +48.8% |
| 1Y | +38.9% | -37.4% | +76.3% | +61.9% |
| 3Y | +43.8% | -7.2% | +51.0% | +34.2% |
| 5Y | +30.4% | +2.7% | +27.7% | +7.5% |
| All | +30.4% | +1.8% | +28.5% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling