+837.9%
PM vs EQIX
+2,226.3%
-1,388.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | +0.1% |
| 7D | -2.4% | +7.6% | -10.0% | -4.1% |
| 30D | -1.3% | +5.2% | -6.6% | -2.6% |
| 3M | +6.5% | +0.8% | +5.7% | +6.0% |
| 6M | +7.0% | +0.2% | +6.7% | +6.3% |
| YTD | +25.8% | +42.2% | -16.4% | +14.7% |
| 1Y | +30.9% | +34.7% | -3.8% | +20.8% |
| 3Y | +148.0% | +49.0% | +99.0% | +120.2% |
| 5Y | +161.2% | +52.8% | +108.3% | +126.3% |
| 10Y | +261.5% | +300.4% | -38.9% | +142.8% |
| All | +837.9% | +2,226.3% | -1,388.4% | +253.2% |
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