+4.4%
PEP vs EQIX
+50.1%
-45.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.5% |
| 7D | +2.9% | +4.1% | -1.2% | +2.3% |
| 30D | +12.5% | +5.8% | +6.7% | +11.5% |
| 3M | +4.5% | -1.4% | +5.9% | +4.6% |
| 6M | -0.5% | -1.2% | +0.7% | -0.6% |
| YTD | +4.4% | +39.6% | -35.2% | -2.2% |
| 1Y | +4.4% | +36.8% | -32.5% | -1.9% |
| 3Y | -3.4% | +47.3% | -50.7% | -11.8% |
| All | +4.4% | +50.1% | -45.6% | -5.9% |
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 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