+42.3%
EQIX vs ROIV
+201.4%
-159.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | -1.4% | +1.0% | -2.4% | -1.6% |
| 3M | -4.4% | +18.3% | -22.7% | -6.7% |
| 6M | +7.9% | +18.3% | -10.4% | +5.0% |
| YTD | +37.3% | +61.0% | -23.7% | +27.4% |
| 1Y | +37.8% | +177.9% | -140.1% | +19.2% |
| All | +42.3% | +201.4% | -159.0% | +18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling