+717.5%
HPE vs EQIX
+353.5%
+364.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.1% |
| 7D | +13.6% | +2.3% | +11.3% | +12.8% |
| 30D | +7.7% | +0.4% | +7.3% | +7.7% |
| 3M | +22.4% | -1.1% | +23.5% | +23.0% |
| 6M | +172.6% | +11.5% | +161.1% | +163.3% |
| YTD | +147.5% | +38.2% | +109.3% | +120.9% |
| 1Y | +151.8% | +36.7% | +115.1% | +125.5% |
| 3Y | +267.1% | +44.1% | +223.0% | +220.3% |
| 5Y | +362.8% | +34.8% | +327.9% | +302.6% |
| 10Y | +540.2% | +248.8% | +291.4% | +272.0% |
| All | +717.5% | +353.5% | +364.0% | +328.6% |
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