+57.2%
PPL vs EQIX
+40.5%
+16.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.8% |
| 7D | +0.4% | -0.1% | +0.5% | +0.3% |
| 30D | +5.4% | -1.8% | +7.3% | +5.7% |
| 3M | +4.3% | -3.4% | +7.6% | +4.7% |
| 6M | -1.3% | -6.0% | +4.7% | -0.5% |
| YTD | +4.7% | +34.2% | -29.5% | -2.1% |
| 1Y | +1.3% | +26.2% | -25.0% | -4.1% |
| 3Y | +57.2% | +41.7% | +15.6% | +40.2% |
| All | +57.2% | +40.5% | +16.7% | +40.2% |
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 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