+42.3%
EQIX vs OVV
+49.8%
-7.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | -0.3% |
| 7D | -0.8% | +0.3% | -1.1% | -0.9% |
| 30D | -1.4% | +11.7% | -13.2% | -2.7% |
| 3M | -4.4% | +9.8% | -14.2% | -5.6% |
| 6M | +7.9% | +26.6% | -18.6% | +4.4% |
| YTD | +37.3% | +67.0% | -29.7% | +27.2% |
| 1Y | +37.8% | +55.9% | -18.1% | +28.7% |
| All | +42.3% | +49.8% | -7.4% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling