+2,675.0%
EQIX vs HBM
+654.2%
+2,020.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.7% | -5.2% | -0.2% |
| 7D | +1.3% | +7.3% | -6.0% | +0.5% |
| 30D | +0.3% | +5.0% | -4.7% | -0.3% |
| 3M | -1.6% | +11.1% | -12.7% | -3.3% |
| 6M | +12.2% | +30.2% | -18.0% | +7.4% |
| YTD | +38.0% | +46.2% | -8.2% | +29.5% |
| 1Y | +38.9% | +120.0% | -81.1% | +23.6% |
| 3Y | +43.8% | +527.3% | -483.4% | +9.8% |
| 5Y | +30.4% | +400.3% | -369.9% | -1.0% |
| 10Y | +238.6% | +621.3% | -382.7% | +112.9% |
| All | +2,675.0% | +654.2% | +2,020.8% | +1,217.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling