+208.1%
HD vs EQIX
+248.5%
-40.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -1.8% | +2.3% | -4.1% | -2.7% |
| 30D | -10.8% | +0.4% | -11.3% | -11.2% |
| 3M | -2.7% | -1.1% | -1.6% | -2.8% |
| 6M | -10.3% | +11.5% | -21.8% | -14.6% |
| YTD | -7.8% | +38.2% | -46.0% | -19.8% |
| 1Y | -23.1% | +36.7% | -59.8% | -33.1% |
| 3Y | +2.0% | +44.1% | -42.1% | -15.0% |
| 5Y | +6.2% | +34.8% | -28.6% | -11.2% |
| All | +208.1% | +248.5% | -40.4% | +91.6% |
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