+75.3%
PEP vs EQIX
+246.8%
-171.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.6% |
| 7D | -1.0% | +0.2% | -1.1% | -1.0% |
| 30D | -0.7% | -2.5% | +1.8% | -0.1% |
| 3M | -4.1% | 0.0% | -4.1% | -4.5% |
| 6M | -13.1% | +7.6% | -20.7% | -15.4% |
| YTD | -2.1% | +37.5% | -39.6% | -11.9% |
| 1Y | -1.7% | +32.9% | -34.6% | -10.7% |
| 3Y | -15.1% | +42.8% | -57.9% | -26.5% |
| 5Y | +3.1% | +35.8% | -32.7% | -11.0% |
| All | +75.3% | +246.8% | -171.5% | +9.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling