-21.4%
PFE vs EQIX
+31.3%
-52.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -4.3% | +2.3% | -6.6% | -4.7% |
| 30D | +2.7% | +0.4% | +2.3% | +2.6% |
| 3M | +10.0% | -1.1% | +11.1% | +10.0% |
| 6M | +7.2% | +11.5% | -4.3% | +4.9% |
| YTD | +17.3% | +38.2% | -20.9% | +10.3% |
| 1Y | +20.3% | +36.7% | -16.4% | +13.2% |
| 3Y | -1.6% | +44.1% | -45.7% | -9.2% |
| 5Y | -21.4% | +34.8% | -56.2% | -29.0% |
| All | -21.4% | +31.3% | -52.6% | -29.0% |
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