+34.8%
EQIX vs HDB
-38.7%
+73.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.6% |
| 7D | +2.3% | -4.9% | +7.2% | +3.4% |
| 30D | +0.4% | -5.8% | +6.3% | +1.7% |
| 3M | -1.1% | -5.2% | +4.1% | -0.4% |
| 6M | +11.5% | -25.7% | +37.2% | +18.4% |
| YTD | +38.2% | -39.6% | +77.8% | +54.1% |
| 1Y | +36.7% | -36.9% | +73.6% | +50.5% |
| 3Y | +44.1% | -29.7% | +73.8% | +51.6% |
| 5Y | +34.8% | -37.8% | +72.6% | +38.8% |
| All | +34.8% | -38.7% | +73.6% | +38.8% |
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