+52.8%
EQIX vs HDB
-22.9%
+75.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.7% |
| 7D | +7.6% | +4.1% | +3.5% | +6.6% |
| 30D | +5.2% | +13.0% | -7.7% | +2.4% |
| 3M | +0.8% | +11.3% | -10.4% | -1.7% |
| 6M | +0.2% | +6.9% | -6.7% | -1.8% |
| YTD | +42.2% | -29.6% | +71.8% | +53.1% |
| 1Y | +34.7% | -29.5% | +64.3% | +45.0% |
| 3Y | +49.0% | -8.1% | +57.1% | +45.5% |
| 5Y | +52.8% | -23.4% | +76.3% | +52.9% |
| All | +52.8% | -22.9% | +75.7% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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