+1,131.3%
PSX vs EQIX
+826.8%
+304.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | +2.8% | +1.3% | +1.5% | +2.5% |
| 30D | +27.8% | +0.3% | +27.4% | +27.5% |
| 3M | +42.0% | -1.6% | +43.6% | +42.1% |
| 6M | +58.1% | +12.2% | +45.9% | +53.3% |
| YTD | +105.0% | +38.0% | +67.1% | +88.8% |
| 1Y | +104.9% | +38.9% | +66.0% | +88.0% |
| 3Y | +134.1% | +43.8% | +90.2% | +110.6% |
| 5Y | +363.8% | +30.4% | +333.5% | +319.6% |
| 10Y | +370.1% | +238.6% | +131.5% | +208.6% |
| All | +1,131.3% | +826.8% | +304.6% | +513.6% |
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