+237.0%
EQIX vs PTC
+412.8%
-175.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.0% | +5.6% | +1.4% |
| 7D | -0.8% | -10.3% | +9.5% | +2.5% |
| 30D | -1.4% | +1.1% | -2.6% | -2.1% |
| 3M | -4.4% | +1.6% | -6.0% | -6.1% |
| 6M | +7.9% | -13.5% | +21.4% | +11.0% |
| YTD | +37.3% | -19.1% | +56.3% | +43.4% |
| 1Y | +37.8% | -33.9% | +71.7% | +53.0% |
| 3Y | +42.0% | -3.9% | +45.9% | +37.4% |
| 5Y | +29.6% | +6.0% | +23.6% | +20.2% |
| 10Y | +238.3% | +223.7% | +14.6% | +103.7% |
| All | +237.0% | +412.8% | -175.8% | +21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling