+3.2%
PEP vs EQIX
+31.3%
-28.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -1.7% | +2.3% | -4.0% | -2.0% |
| 30D | +0.3% | +0.4% | -0.1% | +0.2% |
| 3M | -3.2% | -1.1% | -2.1% | -3.3% |
| 6M | -13.6% | +11.5% | -25.0% | -15.4% |
| YTD | -1.9% | +38.2% | -40.1% | -7.7% |
| 1Y | -0.6% | +36.7% | -37.3% | -6.5% |
| 3Y | -13.6% | +44.1% | -57.7% | -20.6% |
| 5Y | +3.2% | +34.8% | -31.6% | -6.2% |
| All | +3.2% | +31.3% | -28.0% | -6.2% |
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