+39.4%
PPL vs EQIX
+32.2%
+7.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +2.7% | -0.8% | +3.5% | +2.9% |
| 30D | +0.5% | -1.4% | +1.9% | +0.8% |
| 3M | +0.7% | -4.4% | +5.1% | +1.7% |
| 6M | -7.6% | +7.9% | -15.5% | -9.9% |
| YTD | +1.8% | +37.3% | -35.5% | -7.5% |
| 1Y | -0.8% | +37.8% | -38.5% | -10.0% |
| 3Y | +56.9% | +42.0% | +14.9% | +38.0% |
| All | +39.4% | +32.2% | +7.2% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling