+906.5%
HD vs EQIX
+246.9%
+659.6%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | -2.1% | -0.8% | -1.2% | -2.0% |
| 30D | -8.4% | -1.4% | -7.0% | -8.3% |
| 3M | +4.3% | -4.4% | +8.8% | +4.7% |
| 6M | -11.1% | +7.9% | -19.1% | -11.9% |
| YTD | -4.7% | +37.3% | -42.0% | -7.9% |
| 1Y | -19.8% | +37.8% | -57.6% | -22.6% |
| 3Y | +4.1% | +42.0% | -37.9% | -0.1% |
| 5Y | +10.3% | +29.6% | -19.3% | +6.3% |
| 10Y | +203.2% | +238.3% | -35.2% | +168.7% |
| All | +906.5% | +246.9% | +659.6% | +683.3% |
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