+634.9%
HLT vs EQIX
+747.3%
-112.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.4% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | -5.0% | -2.5% | -2.5% | -4.4% |
| 3M | -10.4% | 0.0% | -10.3% | -10.6% |
| 6M | +3.2% | +7.6% | -4.4% | +1.0% |
| YTD | +6.7% | +37.5% | -30.8% | -2.5% |
| 1Y | +10.3% | +32.9% | -22.6% | +1.5% |
| 3Y | +99.3% | +42.8% | +56.6% | +78.0% |
| 5Y | +143.7% | +35.8% | +107.9% | +115.8% |
| 10Y | +584.7% | +247.0% | +337.7% | +327.9% |
| All | +634.9% | +747.3% | -112.4% | +237.1% |
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 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