+140.8%
PH vs EQIX
+43.2%
+97.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | +0.4% | +1.3% | -0.9% | -0.1% |
| 30D | -10.8% | +0.3% | -11.2% | -11.0% |
| 3M | +8.5% | -1.6% | +10.0% | +8.7% |
| 6M | +3.9% | +12.2% | -8.3% | -0.9% |
| YTD | +9.4% | +38.0% | -28.6% | -4.4% |
| 1Y | +26.8% | +38.9% | -12.1% | +10.0% |
| 3Y | +140.8% | +43.8% | +97.0% | +102.3% |
| All | +140.8% | +43.2% | +97.6% | +102.3% |
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