+782.8%
PH vs EQIX
+242.1%
+540.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.3% | -0.9% |
| 7D | -3.1% | -1.6% | -1.5% | -2.5% |
| 30D | -11.8% | -0.4% | -11.4% | -11.7% |
| 3M | +6.9% | -0.9% | +7.9% | +6.9% |
| 6M | -1.3% | +8.1% | -9.4% | -4.6% |
| YTD | +7.0% | +35.7% | -28.7% | -5.9% |
| 1Y | +23.1% | +34.0% | -10.9% | +8.6% |
| 3Y | +135.4% | +41.4% | +94.0% | +100.3% |
| 5Y | +250.3% | +34.0% | +216.3% | +195.9% |
| All | +782.8% | +242.1% | +540.7% | +472.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling