-1.6%
PFE vs EQIX
+43.2%
-44.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.4% |
| 7D | -2.7% | +1.3% | -4.0% | -2.9% |
| 30D | +3.8% | +0.3% | +3.5% | +3.7% |
| 3M | +10.4% | -1.6% | +11.9% | +10.5% |
| 6M | +6.3% | +12.2% | -5.9% | +4.0% |
| YTD | +17.4% | +38.0% | -20.6% | +10.6% |
| 1Y | +21.1% | +38.9% | -17.8% | +13.8% |
| 3Y | -1.6% | +43.8% | -45.4% | -9.3% |
| All | -1.6% | +43.2% | -44.8% | -9.3% |
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 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