+43.6%
EQIX vs HTZ
-86.4%
+130.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.5% |
| 7D | -0.8% | +7.5% | -8.3% | -1.1% |
| 30D | -1.4% | +47.4% | -48.9% | -3.2% |
| 3M | -4.4% | -54.9% | +50.5% | -2.3% |
| 6M | +7.9% | -47.0% | +55.0% | +9.4% |
| YTD | +37.3% | -55.3% | +92.5% | +39.8% |
| 1Y | +37.8% | -57.6% | +95.4% | +40.0% |
| All | +43.6% | -86.4% | +130.1% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 3y: compounded portfolio wealth divided by compounded HTZ 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…
3y analysis · Full analysis span regression · 6 months rolling