+36.5%
EQIX vs IVZ
+61.1%
-24.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.0% |
| 7D | +0.2% | -2.4% | +2.6% | +0.9% |
| 30D | -2.5% | +3.0% | -5.5% | -3.4% |
| 3M | 0.0% | +14.9% | -14.9% | -4.4% |
| 6M | +7.6% | +36.7% | -29.1% | -2.7% |
| YTD | +37.5% | +25.7% | +11.8% | +26.9% |
| 1Y | +32.9% | +47.7% | -14.8% | +16.0% |
| 3Y | +42.8% | +138.8% | -96.1% | +1.6% |
| All | +36.5% | +61.1% | -24.6% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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