+228.7%
HL vs EQIX
+34.9%
+193.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.9% |
| 7D | -4.4% | +0.2% | -4.5% | -4.4% |
| 30D | +9.3% | -2.5% | +11.8% | +10.8% |
| 3M | +32.0% | 0.0% | +32.0% | +31.9% |
| 6M | -6.4% | +7.6% | -14.1% | -9.4% |
| YTD | +3.1% | +37.5% | -34.4% | -12.9% |
| 1Y | +77.6% | +32.9% | +44.7% | +52.8% |
| 3Y | +392.8% | +42.8% | +350.1% | +296.6% |
| All | +228.7% | +34.9% | +193.8% | +144.1% |
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