+285.1%
EQIX vs OVV
+58.9%
+226.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.5% | -1.8% |
| 7D | +4.1% | +8.0% | -4.0% | +3.5% |
| 30D | +5.8% | -2.0% | +7.9% | +5.9% |
| 3M | -1.4% | +5.4% | -6.8% | -1.9% |
| 6M | -1.2% | +14.3% | -15.5% | -2.5% |
| YTD | +39.6% | +69.4% | -29.8% | +33.5% |
| 1Y | +36.8% | +72.4% | -35.5% | +30.6% |
| 3Y | +47.3% | +58.4% | -11.1% | +40.2% |
| 5Y | +50.1% | +106.1% | -56.0% | +39.2% |
| All | +285.1% | +58.9% | +226.2% | +212.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling