+237.0%
EQIX vs THC
+214.3%
+22.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | -0.8% | -0.7% | -0.2% | -0.7% |
| 30D | -1.4% | +1.3% | -2.7% | -1.6% |
| 3M | -4.4% | +64.2% | -68.7% | -10.5% |
| 6M | +7.9% | +8.3% | -0.3% | +6.2% |
| YTD | +37.3% | +33.4% | +3.9% | +31.4% |
| 1Y | +37.8% | +37.7% | +0.1% | +31.1% |
| 3Y | +42.0% | +236.8% | -194.8% | +18.9% |
| 5Y | +29.6% | +249.3% | -219.6% | +5.7% |
| 10Y | +238.3% | +995.2% | -756.9% | +112.8% |
| All | +237.0% | +214.3% | +22.7% | +142.8% |
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