+496.7%
PEP vs EQIX
+246.9%
+249.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -1.4% | -0.8% | -0.6% | -1.4% |
| 30D | +0.2% | -1.4% | +1.7% | +0.3% |
| 3M | -1.1% | -4.4% | +3.3% | -0.9% |
| 6M | -13.5% | +7.9% | -21.4% | -13.9% |
| YTD | -1.2% | +37.3% | -38.5% | -3.0% |
| 1Y | -1.6% | +37.8% | -39.3% | -3.4% |
| 3Y | -12.5% | +42.0% | -54.5% | -14.5% |
| 5Y | +3.0% | +29.6% | -26.6% | +0.8% |
| 10Y | +73.9% | +238.3% | -164.4% | +63.3% |
| All | +496.7% | +246.9% | +249.8% | +419.3% |
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