+1,034.4%
HON vs EQIX
+248.6%
+785.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | -0.8% | +1.3% | -2.2% | -1.0% |
| 30D | -15.2% | +0.3% | -15.5% | -15.2% |
| 3M | -6.0% | -1.6% | -4.4% | -5.9% |
| 6M | -14.9% | +12.2% | -27.1% | -16.1% |
| YTD | +3.2% | +38.0% | -34.8% | -0.7% |
| 1Y | 0.0% | +38.9% | -38.9% | -3.9% |
| 3Y | +21.5% | +43.8% | -22.3% | +15.8% |
| 5Y | +4.0% | +30.4% | -26.3% | -0.4% |
| 10Y | +138.4% | +238.6% | -100.2% | +105.0% |
| All | +1,034.4% | +248.6% | +785.8% | +708.1% |
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