+677.6%
PPL vs EQIX
+251.6%
+426.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | 0.0% | +3.5% | -3.5% | -0.2% |
| 30D | +4.3% | +2.3% | +2.0% | +4.1% |
| 3M | +2.9% | +1.1% | +1.8% | +2.8% |
| 6M | +1.1% | -1.1% | +2.2% | +1.1% |
| YTD | +4.5% | +39.1% | -34.7% | +1.8% |
| 1Y | +0.1% | +29.5% | -29.4% | -1.9% |
| 3Y | +55.7% | +45.8% | +9.9% | +50.8% |
| 5Y | +47.6% | +48.4% | -0.8% | +42.3% |
| 10Y | +66.8% | +285.1% | -218.2% | +52.1% |
| All | +677.6% | +251.6% | +426.0% | +568.0% |
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 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