+72.8%
HCA vs EQIX
+34.9%
+37.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.0% |
| 7D | +5.4% | +0.2% | +5.2% | +5.4% |
| 30D | +3.0% | -2.5% | +5.5% | +3.6% |
| 3M | +13.0% | 0.0% | +13.1% | +12.6% |
| 6M | -20.3% | +7.6% | -27.9% | -22.4% |
| YTD | -8.2% | +37.5% | -45.7% | -17.5% |
| 1Y | +6.7% | +32.9% | -26.2% | -3.3% |
| 3Y | +60.4% | +42.8% | +17.6% | +37.7% |
| All | +72.8% | +34.9% | +37.9% | +42.7% |
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