+2,909.2%
EQIX vs XHB
+157.1%
+2,752.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -0.6% |
| 7D | -1.6% | -5.2% | +3.6% | +1.1% |
| 30D | -0.4% | -12.1% | +11.8% | +6.3% |
| 3M | -0.9% | -6.2% | +5.3% | +1.6% |
| 6M | +8.1% | -6.7% | +14.8% | +10.5% |
| YTD | +35.7% | -5.5% | +41.1% | +37.1% |
| 1Y | +34.0% | -15.6% | +49.6% | +43.1% |
| 3Y | +41.4% | +22.0% | +19.4% | +20.4% |
| 5Y | +34.0% | +31.8% | +2.2% | +7.2% |
| 10Y | +242.4% | +208.1% | +34.3% | +59.4% |
| All | +2,909.2% | +157.1% | +2,752.2% | +980.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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