+7,409.0%
EQIX vs JHX
+2,243.5%
+5,165.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.1% |
| 7D | +0.2% | -6.3% | +6.5% | +1.7% |
| 30D | -2.5% | -7.7% | +5.3% | -0.7% |
| 3M | 0.0% | +19.2% | -19.2% | -4.6% |
| 6M | +7.6% | +38.3% | -30.6% | -1.7% |
| YTD | +37.5% | +37.2% | +0.3% | +25.3% |
| 1Y | +32.9% | +42.3% | -9.4% | +19.3% |
| 3Y | +42.8% | -4.4% | +47.2% | +31.8% |
| 5Y | +35.8% | -26.4% | +62.2% | +30.7% |
| 10Y | +247.0% | +106.3% | +140.8% | +138.6% |
| All | +7,409.0% | +2,243.5% | +5,165.5% | +2,328.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 all: compounded portfolio wealth divided by compounded JHX 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…
all analysis · Full analysis span regression · 6 months rolling