+1,513.6%
HWM vs EQIX
+263.7%
+1,249.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | +11.1% | +7.6% | +3.6% | +8.3% |
| 30D | +3.0% | +5.2% | -2.3% | +1.1% |
| 3M | -20.7% | +0.8% | -21.5% | -21.1% |
| 6M | -17.2% | +0.2% | -17.4% | -17.6% |
| YTD | +9.1% | +42.2% | -33.1% | -4.3% |
| 1Y | +9.0% | +34.7% | -25.7% | -2.6% |
| 3Y | +353.8% | +49.0% | +304.9% | +287.3% |
| 5Y | +608.0% | +52.8% | +555.2% | +485.2% |
| 10Y | +1,510.3% | +300.4% | +1,210.0% | +929.1% |
| All | +1,513.6% | +263.7% | +1,249.9% | +914.5% |
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