+34.8%
EQIX vs IOVA
-64.1%
+99.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.4% |
| 7D | +2.3% | -2.2% | +4.5% | +2.5% |
| 30D | +0.4% | +31.7% | -31.3% | -1.4% |
| 3M | -1.1% | +117.3% | -118.4% | -6.5% |
| 6M | +11.5% | +55.8% | -44.4% | +6.9% |
| YTD | +38.2% | +208.8% | -170.6% | +26.0% |
| 1Y | +36.7% | +255.7% | -219.0% | +22.6% |
| 3Y | +44.1% | +41.7% | +2.4% | +28.6% |
| 5Y | +34.8% | -64.9% | +99.7% | +25.8% |
| All | +34.8% | -64.1% | +99.0% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 5y: compounded portfolio wealth divided by compounded IOVA 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…
5y analysis · Full analysis span regression · 6 months rolling