+47.3%
EQIX vs HBM
+424.8%
-377.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.6% |
| 7D | +4.1% | +2.2% | +1.8% | +3.8% |
| 30D | +5.8% | -11.8% | +17.6% | +7.2% |
| 3M | -1.4% | -19.2% | +17.8% | +0.7% |
| 6M | -1.2% | -22.9% | +21.7% | +0.7% |
| YTD | +39.6% | +7.8% | +31.8% | +36.1% |
| 1Y | +36.8% | +34.9% | +1.9% | +29.8% |
| 3Y | +47.3% | +422.2% | -374.9% | +14.9% |
| All | +47.3% | +424.8% | -377.5% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling