+1,847.1%
EQIX vs IOVA
-92.6%
+1,939.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -1.8% |
| 7D | +4.1% | -3.5% | +7.5% | +4.1% |
| 30D | +5.8% | -45.4% | +51.2% | +6.6% |
| 3M | -1.4% | +19.0% | -20.4% | -1.9% |
| 6M | -1.2% | +112.0% | -113.2% | -2.8% |
| YTD | +39.6% | +184.2% | -144.6% | +36.5% |
| 1Y | +36.8% | +222.0% | -185.1% | +33.5% |
| 3Y | +47.3% | +92.6% | -45.3% | +43.2% |
| 5Y | +50.1% | -63.2% | +113.3% | +47.3% |
| 10Y | +293.3% | +2.1% | +291.2% | +284.5% |
| All | +1,847.1% | -92.6% | +1,939.7% | +1,753.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling