+40.8%
EQIX vs HBM
+460.9%
-420.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.5% | +5.7% | -1.1% |
| 7D | -1.6% | -3.7% | +2.1% | -1.3% |
| 30D | -0.4% | -3.7% | +3.3% | -0.1% |
| 3M | -0.9% | +8.0% | -8.9% | -2.1% |
| 6M | +8.1% | +15.8% | -7.7% | +5.2% |
| YTD | +35.7% | +34.4% | +1.3% | +28.8% |
| 1Y | +34.0% | +98.2% | -64.2% | +20.5% |
| All | +40.8% | +460.9% | -420.0% | +1.2% |
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