+61.8%
PCG vs EQIX
+30.6%
+31.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.5% |
| 7D | +5.4% | +1.3% | +4.1% | +5.0% |
| 30D | -15.1% | +0.3% | -15.5% | -15.2% |
| 3M | -9.8% | -1.6% | -8.3% | -9.5% |
| 6M | -18.0% | +12.2% | -30.2% | -21.3% |
| YTD | -7.2% | +38.0% | -45.2% | -17.1% |
| 1Y | +2.9% | +38.9% | -36.1% | -8.4% |
| 3Y | -11.1% | +43.8% | -54.9% | -22.6% |
| 5Y | +61.8% | +30.4% | +31.4% | +38.7% |
| All | +61.8% | +30.6% | +31.2% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EQIX 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling