+378.1%
PSX vs EQIX
+246.8%
+131.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.1% |
| 7D | +1.7% | +0.2% | +1.5% | +1.7% |
| 30D | +15.6% | -2.5% | +18.1% | +16.1% |
| 3M | +46.5% | 0.0% | +46.5% | +46.1% |
| 6M | +55.0% | +7.6% | +47.4% | +52.2% |
| YTD | +105.3% | +37.5% | +67.8% | +91.3% |
| 1Y | +101.6% | +32.9% | +68.7% | +88.9% |
| 3Y | +134.1% | +42.8% | +91.4% | +114.3% |
| 5Y | +368.7% | +35.8% | +332.9% | +326.8% |
| All | +378.1% | +246.8% | +131.3% | +239.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling