+34.0%
EQIX vs HRB
+109.9%
-75.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.8% |
| 7D | -1.6% | -12.2% | +10.5% | -0.4% |
| 30D | -0.4% | -3.0% | +2.6% | -0.2% |
| 3M | -0.9% | +21.7% | -22.6% | -3.3% |
| 6M | +8.1% | +52.3% | -44.2% | +2.2% |
| YTD | +35.7% | +6.5% | +29.2% | +36.2% |
| 1Y | +34.0% | -6.7% | +40.6% | +37.6% |
| 3Y | +41.4% | +25.1% | +16.3% | +33.5% |
| 5Y | +34.0% | +113.8% | -79.8% | +14.5% |
| All | +34.0% | +109.9% | -75.9% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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