+367.0%
PSX vs EQIX
+33.7%
+333.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +1.0% | -0.6% |
| 7D | +1.5% | -1.6% | +3.1% | +1.7% |
| 30D | +15.8% | -0.4% | +16.2% | +15.8% |
| 3M | +43.0% | -0.9% | +43.9% | +42.9% |
| 6M | +61.1% | +8.1% | +53.0% | +58.7% |
| YTD | +104.5% | +35.7% | +68.9% | +93.8% |
| 1Y | +102.5% | +34.0% | +68.6% | +92.0% |
| 3Y | +133.5% | +41.4% | +92.1% | +118.7% |
| 5Y | +367.0% | +34.0% | +332.9% | +324.4% |
| All | +367.0% | +33.7% | +333.2% | +324.4% |
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