+3.2%
HAL vs EQIX
+242.1%
-238.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.0% | -2.4% |
| 7D | -3.3% | -1.6% | -1.6% | -2.9% |
| 30D | +7.2% | -0.4% | +7.6% | +7.2% |
| 3M | -8.8% | -0.9% | -7.9% | -8.8% |
| 6M | +3.0% | +8.1% | -5.2% | +0.6% |
| YTD | +29.4% | +35.7% | -6.3% | +18.6% |
| 1Y | +62.8% | +34.0% | +28.9% | +49.5% |
| 3Y | -6.4% | +41.4% | -47.9% | -16.6% |
| 5Y | +103.6% | +34.0% | +69.6% | +80.3% |
| All | +3.2% | +242.1% | -238.9% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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