+247.4%
EQIX vs THC
+247.4%
0.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | +1.3% | +0.2% | +1.1% | +1.3% |
| 30D | +3.4% | +9.0% | -5.6% | +2.3% |
| 3M | +3.9% | +12.9% | -9.0% | +2.3% |
| 6M | -0.7% | +52.8% | -53.6% | -6.3% |
| YTD | +41.5% | +47.4% | -5.9% | +33.7% |
| 1Y | +32.9% | +47.7% | -14.9% | +25.4% |
| 3Y | +48.3% | +444.7% | -396.3% | +17.2% |
| 5Y | +52.3% | +269.3% | -216.9% | +23.3% |
| 10Y | +298.6% | +1,913.5% | -1,614.9% | +132.6% |
| All | +247.4% | +247.4% | 0.0% | +147.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling