+102.5%
HAL vs EQIX
+252.9%
-150.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.9% | +3.3% |
| 7D | +6.1% | +4.1% | +2.0% | +5.6% |
| 30D | +2.9% | +5.8% | -2.9% | +2.2% |
| 3M | +3.3% | -1.4% | +4.7% | +3.4% |
| 6M | -16.9% | -1.2% | -15.7% | -17.0% |
| YTD | +21.2% | +39.6% | -18.5% | +16.0% |
| 1Y | +27.5% | +36.8% | -9.3% | +22.4% |
| 3Y | -6.4% | +47.3% | -53.7% | -11.4% |
| 5Y | +58.0% | +50.1% | +7.9% | +48.1% |
| 10Y | -14.6% | +293.3% | -307.9% | -28.8% |
| All | +102.5% | +252.9% | -150.3% | +38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling