+1,814.2%
EQIX vs IOVA
-91.6%
+1,905.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.5% |
| 7D | -0.8% | +9.7% | -10.5% | -0.9% |
| 30D | -1.4% | +102.5% | -104.0% | -2.6% |
| 3M | -4.4% | +100.7% | -105.1% | -5.6% |
| 6M | +7.9% | +106.3% | -98.4% | +6.4% |
| YTD | +37.3% | +222.0% | -184.7% | +34.3% |
| 1Y | +37.8% | +299.5% | -261.8% | +34.2% |
| 3Y | +42.0% | +42.9% | -0.9% | +38.7% |
| 5Y | +29.6% | -65.0% | +94.6% | +27.4% |
| 10Y | +238.3% | +10.3% | +228.0% | +231.1% |
| All | +1,814.2% | -91.6% | +1,905.8% | +1,723.9% |
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