+285.1%
EQIX vs OVV
+46.5%
+238.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.6% |
| 7D | +3.5% | -7.3% | +10.8% | +4.0% |
| 30D | +2.3% | -3.6% | +5.9% | +2.5% |
| 3M | +1.1% | -2.6% | +3.8% | +1.2% |
| 6M | -1.1% | +7.6% | -8.7% | -1.9% |
| YTD | +39.1% | +59.6% | -20.5% | +33.6% |
| 1Y | +29.5% | +62.2% | -32.7% | +24.1% |
| 3Y | +45.8% | +49.6% | -3.8% | +39.4% |
| 5Y | +48.4% | +98.9% | -50.5% | +37.9% |
| 10Y | +285.1% | +45.1% | +239.9% | +210.8% |
| All | +285.1% | +46.5% | +238.5% | +210.8% |
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