+34.0%
EQIX vs HIG
+118.8%
-84.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | -1.6% | -2.3% | +0.7% | -0.9% |
| 30D | -0.4% | -1.2% | +0.8% | 0.0% |
| 3M | -0.9% | +6.3% | -7.2% | -3.2% |
| 6M | +8.1% | +0.6% | +7.5% | +7.4% |
| YTD | +35.7% | +0.6% | +35.1% | +34.6% |
| 1Y | +34.0% | +6.1% | +27.9% | +30.2% |
| 3Y | +41.4% | +102.0% | -60.6% | +7.8% |
| 5Y | +34.0% | +119.2% | -85.2% | +1.6% |
| All | +34.0% | +118.8% | -84.8% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling