+10.2%
PCG vs EQIX
+47.3%
-37.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.1% | -2.8% | 0.0% |
| 7D | -1.1% | +6.1% | -7.2% | -3.1% |
| 30D | +0.1% | +2.8% | -2.7% | -1.0% |
| 3M | -24.4% | +1.6% | -26.1% | -25.0% |
| 6M | -17.7% | -0.7% | -17.0% | -17.9% |
| YTD | -17.4% | +39.7% | -57.2% | -26.7% |
| 1Y | -19.4% | +30.6% | -50.0% | -26.9% |
| 3Y | -18.6% | +48.4% | -67.0% | -30.1% |
| 5Y | +10.2% | +46.0% | -35.8% | -8.0% |
| All | +10.2% | +47.3% | -37.1% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling