+52.8%
EQIX vs HTZ
-94.3%
+147.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.1% | +6.5% | +0.9% |
| 7D | +7.6% | -14.0% | +21.5% | +8.6% |
| 30D | +5.2% | -19.8% | +25.0% | +6.5% |
| 3M | +0.8% | -45.0% | +45.8% | +4.3% |
| 6M | +0.2% | -73.2% | +73.5% | +7.5% |
| YTD | +42.2% | -70.0% | +112.2% | +50.1% |
| 1Y | +34.7% | -75.7% | +110.4% | +44.3% |
| 3Y | +49.0% | -82.1% | +131.0% | +58.5% |
| 5Y | +52.8% | -94.3% | +147.1% | +88.9% |
| All | +52.8% | -94.3% | +147.1% | +88.9% |
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