-12.5%
PEP vs EQIX
+43.2%
-55.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +0.1% | +1.3% | -1.2% | 0.0% |
| 30D | +0.7% | +0.3% | +0.3% | +0.6% |
| 3M | -0.5% | -1.6% | +1.0% | -0.5% |
| 6M | -11.3% | +12.2% | -23.5% | -12.8% |
| YTD | -0.6% | +38.0% | -38.6% | -5.0% |
| 1Y | +1.7% | +38.9% | -37.3% | -3.0% |
| 3Y | -12.5% | +43.8% | -56.3% | -17.1% |
| All | -12.5% | +43.2% | -55.6% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling