+530.5%
PEP vs EQIX
+252.9%
+277.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.3% |
| 7D | +2.9% | +4.1% | -1.2% | +2.7% |
| 30D | +12.5% | +5.8% | +6.7% | +12.1% |
| 3M | +4.5% | -1.4% | +5.9% | +4.5% |
| 6M | -0.5% | -1.2% | +0.7% | -0.6% |
| YTD | +4.4% | +39.6% | -35.2% | +2.3% |
| 1Y | +4.4% | +36.8% | -32.5% | +2.4% |
| 3Y | -3.4% | +47.3% | -50.7% | -5.8% |
| 5Y | +5.2% | +50.1% | -45.0% | +2.0% |
| 10Y | +92.1% | +293.3% | -201.2% | +79.4% |
| All | +530.5% | +252.9% | +277.7% | +447.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling