+763.1%
PM vs EQIX
+2,146.5%
-1,383.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.8% |
| 7D | -4.9% | -0.8% | -4.1% | -4.7% |
| 30D | -3.4% | -1.4% | -1.9% | -3.1% |
| 3M | +5.2% | -4.4% | +9.6% | +6.0% |
| 6M | +3.7% | +7.9% | -4.2% | +1.5% |
| YTD | +15.8% | +37.3% | -21.5% | +6.7% |
| 1Y | +17.4% | +37.8% | -20.4% | +7.9% |
| 3Y | +116.9% | +42.0% | +74.9% | +95.3% |
| 5Y | +117.3% | +29.6% | +87.7% | +96.3% |
| 10Y | +193.8% | +238.3% | -44.6% | +105.5% |
| All | +763.1% | +2,146.5% | -1,383.4% | +228.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling