+7.4%
HD vs EQIX
+30.6%
-23.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.5% |
| 7D | -1.2% | +1.3% | -2.5% | -1.6% |
| 30D | -11.1% | +0.3% | -11.5% | -11.4% |
| 3M | +2.0% | -1.6% | +3.6% | +2.1% |
| 6M | -10.5% | +12.2% | -22.6% | -14.5% |
| YTD | -6.9% | +38.0% | -44.8% | -17.8% |
| 1Y | -23.2% | +38.9% | -62.1% | -32.6% |
| 3Y | +3.1% | +43.8% | -40.8% | -12.6% |
| 5Y | +7.4% | +30.4% | -23.0% | -13.1% |
| All | +7.4% | +30.6% | -23.2% | -13.1% |
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