+111.9%
HAL vs EQIX
+31.3%
+80.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -1.3% | +2.3% | -3.7% | -1.8% |
| 30D | +10.9% | +0.4% | +10.4% | +10.7% |
| 3M | -5.8% | -1.1% | -4.7% | -5.8% |
| 6M | +8.1% | +11.5% | -3.4% | +5.4% |
| YTD | +33.2% | +38.2% | -5.0% | +23.4% |
| 1Y | +74.2% | +36.7% | +37.5% | +61.5% |
| 3Y | -3.7% | +44.1% | -47.8% | -12.6% |
| 5Y | +111.9% | +34.8% | +77.0% | +79.7% |
| All | +111.9% | +31.3% | +80.6% | +79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling