+45.9%
EQIX vs HSY
+11.0%
+34.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -1.8% |
| 7D | +4.1% | -2.1% | +6.2% | +4.3% |
| 30D | +5.8% | +6.1% | -0.3% | +4.8% |
| 3M | -1.4% | -5.6% | +4.2% | -0.7% |
| 6M | -1.2% | -9.5% | +8.3% | +0.1% |
| YTD | +39.6% | -2.1% | +41.7% | +38.9% |
| 1Y | +36.8% | +0.8% | +36.1% | +35.3% |
| 3Y | +47.3% | -2.1% | +49.4% | +45.0% |
| All | +45.9% | +11.0% | +34.9% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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