+8.5%
HD vs EQIX
+49.7%
-41.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.5% |
| 7D | -1.2% | +1.3% | -2.5% | -1.6% |
| 30D | +20.9% | +3.4% | +17.4% | +19.3% |
| 3M | -0.2% | +3.9% | -4.1% | -1.9% |
| 6M | +14.5% | -0.7% | +15.2% | +13.9% |
| YTD | +4.3% | +41.5% | -37.2% | -9.3% |
| 1Y | -3.5% | +32.9% | -36.3% | -14.1% |
| 3Y | +30.1% | +48.3% | -18.2% | +8.4% |
| 5Y | +8.5% | +52.3% | -43.8% | -13.4% |
| All | +8.5% | +49.7% | -41.3% | -13.4% |
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