+233.0%
EQIX vs HRB
+1,163.3%
-930.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.7% |
| 7D | -1.6% | -12.2% | +10.5% | +1.4% |
| 30D | -0.4% | -3.0% | +2.6% | -0.1% |
| 3M | -0.9% | +21.7% | -22.6% | -6.4% |
| 6M | +8.1% | +52.3% | -44.2% | -4.6% |
| YTD | +35.7% | +6.5% | +29.2% | +30.0% |
| 1Y | +34.0% | -6.7% | +40.6% | +32.5% |
| 3Y | +41.4% | +25.1% | +16.3% | +26.8% |
| 5Y | +34.0% | +113.8% | -79.8% | +1.7% |
| 10Y | +242.4% | +204.8% | +37.5% | +110.0% |
| All | +233.0% | +1,163.3% | -930.2% | +50.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling