+36.5%
EQIX vs PTEN
+87.9%
-51.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.4% |
| 7D | +0.2% | +3.5% | -3.3% | -0.1% |
| 30D | -2.5% | +17.5% | -20.0% | -3.8% |
| 3M | 0.0% | +12.7% | -12.8% | -1.4% |
| 6M | +7.6% | +33.1% | -25.4% | +4.3% |
| YTD | +37.5% | +116.4% | -78.9% | +27.2% |
| 1Y | +32.9% | +141.2% | -108.3% | +21.3% |
| 3Y | +42.8% | -3.8% | +46.5% | +37.5% |
| All | +36.5% | +87.9% | -51.3% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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