+36.4%
EQIX vs OVV
+59.0%
-22.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.5% |
| 7D | +1.3% | -3.7% | +5.1% | +1.2% |
| 30D | +0.3% | +8.0% | -7.6% | +0.5% |
| 3M | -1.6% | +11.3% | -12.8% | -1.3% |
| 6M | +12.2% | +24.0% | -11.8% | +13.0% |
| YTD | +38.0% | +65.3% | -27.4% | +38.0% |
| All | +36.4% | +59.0% | -22.5% | +35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling