+36.7%
EQIX vs ROIV
+224.1%
-187.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +2.3% | +22.3% | -20.0% | -1.1% |
| 30D | +0.4% | +16.9% | -16.4% | -2.1% |
| 3M | -1.1% | +43.9% | -45.0% | -6.9% |
| 6M | +11.5% | +41.6% | -30.1% | +4.8% |
| YTD | +38.2% | +92.7% | -54.5% | +21.6% |
| 1Y | +36.7% | +210.2% | -173.5% | +15.0% |
| All | +36.7% | +224.1% | -187.4% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling