+42.2%
EQIX vs HTZ
-95.4%
+137.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.4% | +9.9% | +2.1% |
| 7D | -0.1% | -14.6% | +14.5% | +0.9% |
| 30D | -1.8% | -20.8% | +18.9% | -0.5% |
| 3M | -3.4% | -18.8% | +15.5% | -2.7% |
| 6M | -6.0% | -74.7% | +68.7% | +1.3% |
| YTD | +34.2% | -68.1% | +102.3% | +41.2% |
| 1Y | +26.2% | -73.5% | +99.7% | +34.4% |
| 3Y | +41.7% | -81.8% | +123.5% | +51.2% |
| All | +42.2% | -95.4% | +137.6% | +76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling