+69.4%
EQIX vs ROIV
+276.5%
-207.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.6% |
| 7D | +4.1% | +1.7% | +2.4% | +3.9% |
| 30D | +5.8% | +17.6% | -11.8% | +4.0% |
| 3M | -1.4% | +9.0% | -10.4% | -2.6% |
| 6M | -1.2% | +35.3% | -36.5% | -4.8% |
| YTD | +39.6% | +82.2% | -42.5% | +30.1% |
| 1Y | +36.8% | +92.3% | -55.4% | +26.8% |
| 3Y | +47.3% | +336.8% | -289.5% | +25.3% |
| 5Y | +50.1% | +370.6% | -320.5% | +17.0% |
| All | +69.4% | +276.5% | -207.0% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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