+48.4%
EQIX vs CNH
-9.2%
+57.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +3.9% | +0.4% |
| 7D | +3.5% | +4.5% | -1.0% | +2.6% |
| 30D | +2.3% | +7.6% | -5.3% | +0.8% |
| 3M | +1.1% | +17.0% | -15.9% | -2.7% |
| 6M | -1.1% | +12.9% | -14.0% | -4.6% |
| YTD | +39.1% | +34.3% | +4.9% | +28.6% |
| 1Y | +29.5% | +28.5% | +1.0% | +20.6% |
| 3Y | +45.8% | +31.9% | +14.0% | +30.4% |
| 5Y | +48.4% | -9.6% | +58.0% | +43.0% |
| All | +48.4% | -9.2% | +57.7% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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