+36.5%
EQIX vs HSY
+11.4%
+25.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | +2.3% | -3.0% | +5.3% | +2.8% |
| 30D | +0.4% | -5.0% | +5.5% | +1.2% |
| 3M | -1.1% | -1.3% | +0.2% | -1.1% |
| 6M | +11.5% | -21.5% | +33.0% | +15.7% |
| YTD | +38.2% | -3.3% | +41.5% | +37.9% |
| 1Y | +36.7% | -5.5% | +42.2% | +36.8% |
| 3Y | +44.1% | -9.9% | +54.0% | +46.2% |
| All | +36.5% | +11.4% | +25.1% | +28.0% |
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