+6,085.7%
HUM vs EQIX
+242.8%
+5,842.9%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.3% |
| 7D | -1.4% | -1.6% | +0.2% | -1.3% |
| 30D | +7.5% | -0.4% | +7.8% | +7.5% |
| 3M | +10.2% | -0.9% | +11.1% | +10.2% |
| 6M | +132.5% | +8.1% | +124.4% | +130.7% |
| YTD | +57.6% | +35.7% | +22.0% | +53.3% |
| 1Y | +48.6% | +34.0% | +14.6% | +44.6% |
| 3Y | -11.2% | +41.4% | -52.6% | -14.5% |
| 5Y | +4.8% | +34.0% | -29.2% | +0.8% |
| 10Y | +147.1% | +242.4% | -95.3% | +120.7% |
| All | +6,085.7% | +242.8% | +5,842.9% | +4,189.2% |
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