+124.3%
PM vs EQIX
+43.2%
+81.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.1% |
| 7D | -1.3% | +1.3% | -2.6% | -1.5% |
| 30D | -2.6% | +0.3% | -2.9% | -2.6% |
| 3M | +5.8% | -1.6% | +7.4% | +5.9% |
| 6M | +10.6% | +12.2% | -1.6% | +7.9% |
| YTD | +17.2% | +38.0% | -20.8% | +9.8% |
| 1Y | +17.6% | +38.9% | -21.3% | +10.0% |
| 3Y | +124.3% | +43.8% | +80.4% | +108.6% |
| All | +124.3% | +43.2% | +81.1% | +108.6% |
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