+658.1%
PPL vs EQIX
+246.9%
+411.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +2.7% | -0.8% | +3.5% | +2.7% |
| 30D | +0.5% | -1.4% | +1.9% | +0.6% |
| 3M | +0.7% | -4.4% | +5.1% | +0.9% |
| 6M | -7.6% | +7.9% | -15.5% | -8.2% |
| YTD | +1.8% | +37.3% | -35.5% | -0.6% |
| 1Y | -0.8% | +37.8% | -38.5% | -3.1% |
| 3Y | +56.9% | +42.0% | +14.9% | +52.3% |
| 5Y | +39.5% | +29.6% | +9.9% | +35.8% |
| 10Y | +55.4% | +238.3% | -182.9% | +42.7% |
| All | +658.1% | +246.9% | +411.2% | +552.3% |
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