+32.9%
EQIX vs HIG
+5.5%
+27.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.4% |
| 7D | +0.2% | -1.5% | +1.6% | +0.3% |
| 30D | -2.5% | -0.4% | -2.1% | -2.4% |
| 3M | 0.0% | +6.7% | -6.7% | -1.3% |
| 6M | +7.6% | +2.0% | +5.7% | +7.1% |
| YTD | +37.5% | +0.3% | +37.2% | +36.9% |
| 1Y | +32.9% | +4.2% | +28.7% | +29.3% |
| All | +32.9% | +5.5% | +27.4% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling