+248.8%
EQIX vs THC
+1,002.8%
-754.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -0.2% |
| 7D | +2.3% | +4.1% | -1.7% | +1.9% |
| 30D | +0.4% | +3.5% | -3.1% | 0.0% |
| 3M | -1.1% | +61.7% | -62.9% | -6.5% |
| 6M | +11.5% | +11.8% | -0.4% | +9.5% |
| YTD | +38.2% | +35.4% | +2.8% | +32.8% |
| 1Y | +36.7% | +37.0% | -0.3% | +30.9% |
| 3Y | +44.1% | +260.1% | -216.0% | +22.8% |
| 5Y | +34.8% | +262.6% | -227.8% | +12.5% |
| 10Y | +248.8% | +1,039.2% | -790.4% | +157.1% |
| All | +248.8% | +1,002.8% | -754.0% | +157.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling